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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
2020
Q4 		– Sell
-14,000
Closed -$435K – 348
2020
Q3 		$435K Buy
+14,000
New +$433K 0.11% 146

Other funds holding FJUL

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Envestnet Asset Management
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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
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 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.