GJWM
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Gilliland Jeter Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Gilliland Jeter Wealth Management’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
2024
Q4 		– Sell
-2,169
Closed -$104K – 336
2024
Q3 		$104K Buy
+2,169
New +$101K 0.03% 220

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Gilliland Jeter Wealth Management's FJUL Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2024, closing a stake of 2,169 shares — an estimated $104K sold.

Gilliland Jeter Wealth Management first reported a position in FJUL in Q3 2024 and held it in 1 quarter. The position peaked at $104K in Q3 2024. 150 funds tracked by Wall St. Rank hold FJUL as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 2,169 FT Vest US Equity Buffer ETF July shares in Q4 2024, an estimated $104K.
  • Gilliland Jeter Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $104K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.