EWM
QCJL

EPG Wealth Management’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

EPG Wealth Management’s Portfolio QCJL Stock Details QCJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,000
Closed -$81.8K – 444
2024
Q3 		$81.8K Buy
+4,000
New +$80K 0.02% 272

Other funds holding QCJL

LA
LexAurum Advisors Overland Park, Kansas $866M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
RMAM
Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

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

EPG Wealth Management sold out of FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) in Q4 2024, closing a stake of 4,000 shares — an estimated $81.8K sold.

EPG Wealth Management first reported a position in QCJL in Q3 2024 and held it in 1 quarter. The position peaked at $81.8K in Q3 2024. 34 funds tracked by Wall St. Rank hold QCJL as of Q4 2024.

  • EPG Wealth Management reported no remaining FT Vest Nasdaq-100 Conservative Buffer ETF - July position as of Q4 2024 after selling out during the quarter.
  • EPG Wealth Management sold 4,000 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q4 2024, an estimated $81.8K.
  • EPG Wealth Management first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2024 and held it in 1 quarter.
  • EPG Wealth Management's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $81.8K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q4 2024.

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