Clear Point Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,735
Closed -$62.5K 280
2024
Q3
$62.5K Hold
1,735
0.05% 180
2024
Q2
$60.3K Sell
1,735
-27,602
-94% -$941K 0.05% 175
2024
Q1
$994K Hold
29,337
0.82% 33
2023
Q4
$941K Buy
+29,337
New +$902K 0.83% 32

Other funds holding GJUL

Clear Point Advisors's GJUL Position: Q4 2024 in Review

Clear Point Advisors sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2024, closing a stake of 1,735 shares — an estimated $62.5K sold.

Clear Point Advisors first reported a position in GJUL in Q4 2023 and held it in 4 quarters. The position peaked at $994K in Q1 2024. 101 funds tracked by Wall St. Rank hold GJUL as of Q4 2024.

  • Clear Point Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,735 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2024, an estimated $62.5K.
  • Clear Point Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's FT Vest US Equity Moderate Buffer ETF July position peaked at $994K in Q1 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.