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Global Retirement Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Global Retirement Partners’s Portfolio XJUL Stock Details XJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-650
Closed -$19.5K – 3484
2023
Q3 		$19.5K Buy
+650
New +$19.9K ﹤0.01% 1655

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SOS
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Global Retirement Partners's XJUL Position: Q4 2023 in Review

Global Retirement Partners sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q4 2023, closing a stake of 650 shares — an estimated $19.5K sold.

Global Retirement Partners first reported a position in XJUL in Q3 2023 and held it in 1 quarter. The position peaked at $19.5K in Q3 2023. 36 funds tracked by Wall St. Rank hold XJUL as of Q4 2023.

  • Global Retirement Partners reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 650 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q4 2023, an estimated $19.5K.
  • Global Retirement Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • Global Retirement Partners's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $19.5K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.