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Great Lakes Retirement’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Great Lakes Retirement’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
2024
Q3 		– Sell
-116
Closed -$4.62K – 303
2024
Q2 		$4.62K Buy
+116
New +$4.52K ﹤0.01% 554

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Great Lakes Retirement's DJUL Position: Q3 2024 in Review

Great Lakes Retirement sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q3 2024, closing a stake of 116 shares — an estimated $4.62K sold.

Great Lakes Retirement first reported a position in DJUL in Q2 2024 and held it in 1 quarter. The position peaked at $4.62K in Q2 2024. 101 funds tracked by Wall St. Rank hold DJUL as of Q3 2024.

  • Great Lakes Retirement reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 116 FT Vest US Equity Deep Buffer ETF July shares in Q3 2024, an estimated $4.62K.
  • Great Lakes Retirement first reported a position in FT Vest US Equity Deep Buffer ETF July in Q2 2024 and held it in 1 quarter.
  • Great Lakes Retirement's FT Vest US Equity Deep Buffer ETF July position peaked at $4.62K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.