CCFM
QCJL

Clear Creek Financial Management’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

Clear Creek Financial Management’s Portfolio QCJL Stock Details QCJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,000
Closed -$332K – 657
2025
Q4 		$332K Hold
14,000
– – 0.03% 469
2025
Q3 		$326K Buy
+14,000
New +$320K 0.03% 462

Other funds holding QCJL

Raymond James Financial
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clear Creek Financial Management's QCJL Position: Q1 2026 in Review

Clear Creek Financial Management sold out of FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) in Q1 2026, closing a stake of 14,000 shares — an estimated $332K sold.

Clear Creek Financial Management first reported a position in QCJL in Q3 2025 and held it in 2 quarters. The position peaked at $332K in Q4 2025. 58 funds tracked by Wall St. Rank hold QCJL as of Q1 2026.

  • Clear Creek Financial Management reported no remaining FT Vest Nasdaq-100 Conservative Buffer ETF - July position as of Q1 2026 after selling out during the quarter.
  • Clear Creek Financial Management sold 14,000 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q1 2026, an estimated $332K.
  • Clear Creek Financial Management first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2025 and held it in 2 quarters.
  • Clear Creek Financial Management's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $332K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.