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

Impact Partnership Wealth’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
Q1 		– Sell
-24
Closed -$999 – 764
2023
Q4 		$999 Buy
+24
New +$949 ﹤0.01% 749

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RJA
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Carson Wealth (CWM LLC)
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Cetera Investment Advisers
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Impact Partnership Wealth's FJUL Position: Q1 2024 in Review

Impact Partnership Wealth sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2024, closing a stake of 24 shares — an estimated $999 sold.

Impact Partnership Wealth first reported a position in FJUL in Q4 2023 and held it in 1 quarter. The position peaked at $999 in Q4 2023. 131 funds tracked by Wall St. Rank hold FJUL as of Q1 2024.

  • Impact Partnership Wealth reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 24 FT Vest US Equity Buffer ETF July shares in Q1 2024, an estimated $999.
  • Impact Partnership Wealth first reported a position in FT Vest US Equity Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's FT Vest US Equity Buffer ETF July position peaked at $999 in Q4 2023.
  • 131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2024.

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