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

Clear Point Advisors’s Portfolio XJUL Stock Details XJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23,000
Closed -$765K – 594
2024
Q1 		$765K Hold
23,000
– – 0.63% 43
2023
Q4 		$738K Buy
+23,000
New +$712K 0.65% 39

Other funds holding XJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Clear Point Advisors's XJUL Position: Q2 2024 in Review

Clear Point Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q2 2024, closing a stake of 23,000 shares — an estimated $765K sold.

Clear Point Advisors first reported a position in XJUL in Q4 2023 and held it in 2 quarters. The position peaked at $765K in Q1 2024. 28 funds tracked by Wall St. Rank hold XJUL as of Q2 2024.

  • Clear Point Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Clear Point Advisors sold 23,000 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2024, an estimated $765K.
  • Clear Point Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q4 2023 and held it in 2 quarters.
  • Clear Point Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $765K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2024.

Based on Clear Point Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.