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Impact Partnership Wealth’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-35
Closed -$1.28K – 747
2023
Q4 		$1.28K Buy
+35
New +$1.22K ﹤0.01% 734

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Impact Partnership Wealth's DJUL Position: Q1 2024 in Review

Impact Partnership Wealth sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2024, closing a stake of 35 shares — an estimated $1.28K sold.

Impact Partnership Wealth first reported a position in DJUL in Q4 2023 and held it in 1 quarter. The position peaked at $1.28K in Q4 2023. 87 funds tracked by Wall St. Rank hold DJUL as of Q1 2024.

  • Impact Partnership Wealth reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 35 FT Vest US Equity Deep Buffer ETF July shares in Q1 2024, an estimated $1.28K.
  • Impact Partnership Wealth first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's FT Vest US Equity Deep Buffer ETF July position peaked at $1.28K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.