GeoWealth Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

GeoWealth Management’s Portfolio DJUL Stock Details DJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-18,443	Closed	-$547K	–	359
2022 Q3	$547K	Buy	+18,443	New	+$573K	0.06%	156

Other funds holding DJUL

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GeoWealth Management's DJUL Position: Q4 2022 in Review

GeoWealth Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q4 2022, closing a stake of 18,443 shares — an estimated $547K sold.

GeoWealth Management first reported a position in DJUL in Q3 2022 and held it in 1 quarter. The position peaked at $547K in Q3 2022. 50 funds tracked by Wall St. Rank hold DJUL as of Q4 2022.

GeoWealth Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q4 2022 after selling out during the quarter.
GeoWealth Management sold 18,443 FT Vest US Equity Deep Buffer ETF July shares in Q4 2022, an estimated $547K.
GeoWealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2022 and held it in 1 quarter.
GeoWealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $547K in Q3 2022.
50 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q4 2022.

Based on GeoWealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.