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InterOcean Capital Group’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

InterOcean Capital Group’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
Q1 		$395K Sell
11,655
-1,950
-14% -$64.2K 0.01% 339
2023
Q4 		$436K Hold
13,605
– – 0.01% 314
2023
Q3 		$407K Buy
+13,605
New +$415K 0.01% 300

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

InterOcean Capital Group's GJUL Position: Q1 2024 in Review

InterOcean Capital Group reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 14% in Q1 2024, selling an estimated $64.2K and leaving 11,655 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #339.

InterOcean Capital Group first reported a position in GJUL in Q3 2023 and has held it in 3 quarters since. The position peaked at $436K in Q4 2023. 73 funds tracked by Wall St. Rank hold GJUL as of Q1 2024.

  • InterOcean Capital Group held 11,655 shares of FT Vest US Equity Moderate Buffer ETF July worth $395K as of Q1 2024.
  • InterOcean Capital Group sold 1,950 FT Vest US Equity Moderate Buffer ETF July shares in Q1 2024, an estimated $64.2K.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #339 holding.
  • InterOcean Capital Group first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 3 quarters since.
  • InterOcean Capital Group's FT Vest US Equity Moderate Buffer ETF July position peaked at $436K in Q4 2023.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.