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EPG Wealth Management’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

EPG Wealth Management’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,000
Closed -$216K – 432
2024
Q3 		$216K Buy
+6,000
New +$211K 0.05% 232

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

EPG Wealth Management's GJUL Position: Q4 2024 in Review

EPG Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2024, closing a stake of 6,000 shares — an estimated $216K sold.

EPG Wealth Management first reported a position in GJUL in Q3 2024 and held it in 1 quarter. The position peaked at $216K in Q3 2024. 101 funds tracked by Wall St. Rank hold GJUL as of Q4 2024.

  • EPG Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • EPG Wealth Management sold 6,000 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2024, an estimated $216K.
  • EPG Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and held it in 1 quarter.
  • EPG Wealth Management's FT Vest US Equity Moderate Buffer ETF July position peaked at $216K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2024.

Based on EPG Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.