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

Cypress Wealth Services’s Portfolio FJUL Stock Details FJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,214	Closed	-$655K	–	286
2024 Q2	$655K	Hold	14,214	–	–	0.15%	111
2024 Q1	$632K	Hold	14,214	–	–	0.15%	115
2023 Q4	$592K	Hold	14,214	–	–	0.15%	117
2023 Q3	$545K	Hold	14,214	–	–	0.15%	122
2023 Q2	$563K	Hold	14,214	–	–	0.15%	122
2023 Q1	$514K	Hold	14,214	–	–	0.15%	122
2022 Q4	$488K	Hold	14,214	–	–	0.16%	120
2022 Q3	$466K	Hold	14,214	–	–	0.16%	119
2022 Q2	$470K	Hold	14,214	–	–	0.15%	118
2022 Q1	$513K	Hold	14,214	–	–	0.14%	117
2021 Q4	$520K	Hold	14,214	–	–	0.14%	109
2021 Q3	$492K	Buy	+14,214	New	+$498K	0.15%	110
2021 Q2	–	Sell	-14,000	Closed	-$476K	–	271
2021 Q1	$476K	Hold	14,000	–	–	0.1%	157
2020 Q4	$462K	Buy	+14,000	New	+$449K	0.1%	159

Other funds holding FJUL

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

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

Cypress Wealth Services sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q3 2024, closing a stake of 14,214 shares — an estimated $655K sold.

Cypress Wealth Services first reported a position in FJUL in Q4 2020 and held it in 14 quarters. The position peaked at $655K in Q2 2024. 145 funds tracked by Wall St. Rank hold FJUL as of Q3 2024.

Cypress Wealth Services reported no remaining FT Vest US Equity Buffer ETF July position as of Q3 2024 after selling out during the quarter.
Cypress Wealth Services sold 14,214 FT Vest US Equity Buffer ETF July shares in Q3 2024, an estimated $655K.
Cypress Wealth Services first reported a position in FT Vest US Equity Buffer ETF July in Q4 2020 and held it in 14 quarters.
Cypress Wealth Services's FT Vest US Equity Buffer ETF July position peaked at $655K in Q2 2024.
145 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2024.

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