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Insight Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Insight Advisors’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,008
Closed -$278K – 303
2024
Q2 		$278K Sell
8,008
-5,992
-43% -$204K 0.05% 244
2024
Q1 		$474K Sell
14,000
-5,044
-26% -$166K 0.09% 168
2023
Q4 		$611K Sell
19,044
-16,717
-47% -$514K 0.13% 118
2023
Q3 		$1.07M Buy
+35,761
New +$1.09M 0.24% 69

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Insight Advisors's GJUL Position: Q3 2024 in Review

Insight Advisors sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q3 2024, closing a stake of 8,008 shares — an estimated $278K sold.

Insight Advisors first reported a position in GJUL in Q3 2023 and held it in 4 quarters. The position peaked at $1.07M in Q3 2023. 103 funds tracked by Wall St. Rank hold GJUL as of Q3 2024.

  • Insight Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Insight Advisors sold 8,008 FT Vest US Equity Moderate Buffer ETF July shares in Q3 2024, an estimated $278K.
  • Insight Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and held it in 4 quarters.
  • Insight Advisors's FT Vest US Equity Moderate Buffer ETF July position peaked at $1.07M in Q3 2023.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q3 2024.

Based on Insight Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.