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Heritage Oak Wealth Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Heritage Oak Wealth Advisors’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
-10,000
Closed -$481K – 101
2024
Q3 		$481K Buy
+10,000
New +$466K 0.22% 68

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Heritage Oak Wealth Advisors's FJUL Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2024, closing a stake of 10,000 shares — an estimated $481K sold.

Heritage Oak Wealth Advisors first reported a position in FJUL in Q3 2024 and held it in 1 quarter. The position peaked at $481K in Q3 2024. 150 funds tracked by Wall St. Rank hold FJUL as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 10,000 FT Vest US Equity Buffer ETF July shares in Q4 2024, an estimated $481K.
  • Heritage Oak Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's FT Vest US Equity Buffer ETF July position peaked at $481K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.