CWS
DJUL icon

Cypress Wealth Services’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Cypress Wealth Services’s Portfolio DJUL Stock Details DJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,163
Closed -$603K – 284
2024
Q2 		$603K Hold
15,163
– – 0.13% 119
2024
Q1 		$587K Hold
15,163
– – 0.14% 123
2023
Q4 		$553K Hold
15,163
– – 0.14% 133
2023
Q3 		$515K Hold
15,163
– – 0.14% 132
2023
Q2 		$530K Hold
15,163
– – 0.14% 132
2023
Q1 		$490K Hold
15,163
– – 0.14% 126
2022
Q4 		$469K Hold
15,163
– – 0.15% 125
2022
Q3 		$452K Hold
15,163
– – 0.15% 122
2022
Q2 		$465K Hold
15,163
– – 0.15% 119
2022
Q1 		$507K Hold
15,163
– – 0.14% 120
2021
Q4 		$511K Hold
15,163
– – 0.14% 111
2021
Q3 		$495K Buy
+15,163
New +$498K 0.15% 107

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cypress Wealth Services's DJUL Position: Q3 2024 in Review

Cypress Wealth Services sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q3 2024, closing a stake of 15,163 shares — an estimated $603K sold.

Cypress Wealth Services first reported a position in DJUL in Q3 2021 and held it in 12 quarters. The position peaked at $603K in Q2 2024. 101 funds tracked by Wall St. Rank hold DJUL as of Q3 2024.

  • Cypress Wealth Services reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 15,163 FT Vest US Equity Deep Buffer ETF July shares in Q3 2024, an estimated $603K.
  • Cypress Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2021 and held it in 12 quarters.
  • Cypress Wealth Services's FT Vest US Equity Deep Buffer ETF July position peaked at $603K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2024.

Based on Cypress Wealth Services's 13F filing for Q3 2024, filed 9 Oct 2024.