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Financial Gravity Asset Management’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Financial Gravity Asset 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
Q2 		– Sell
-1,500
Closed -$49K – 1844
2024
Q1 		$49K Buy
1,500
+500
+50% +$16.5K 0.01% 390
2023
Q4 		$32.1K Buy
+1,000
New +$30.7K ﹤0.01% 627

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Gravity Asset Management's GJUL Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2024, closing a stake of 1,500 shares — an estimated $49K sold.

Financial Gravity Asset Management first reported a position in GJUL in Q4 2023 and held it in 2 quarters. The position peaked at $49K in Q1 2024. 72 funds tracked by Wall St. Rank hold GJUL as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1,500 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2024, an estimated $49K.
  • Financial Gravity Asset Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's FT Vest US Equity Moderate Buffer ETF July position peaked at $49K in Q1 2024.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.