Jaffetilchin Investment Partners’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

Jaffetilchin Investment Partners’s Portfolio DAUG Stock Details DAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,144	Closed	-$253K	–	369
2023 Q4	$253K	Sell	7,144 -1,013	-12%	-$34.4K	0.02%	300
2023 Q3	$270K	Sell	8,157 -1,920	-19%	-$65.2K	0.03%	280
2023 Q2	$343K	Sell	10,077 -5,808	-37%	-$189K	0.04%	256
2023 Q1	$510K	Sell	15,885 -1,518	-9%	-$48.1K	0.06%	199
2022 Q4	$542K	Buy	+17,403	New	+$541K	0.07%	192
2020 Q4	–	Sell	-7,850	Closed	-$250K	–	278
2020 Q3	$250K	Sell	7,850 -12,425	-61%	-$392K	0.05%	200
2020 Q2	$618K	Buy	+20,275	New	+$602K	0.14%	94

Other funds holding DAUG

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jaffetilchin Investment Partners's DAUG Position: Q1 2024 in Review

Jaffetilchin Investment Partners sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q1 2024, closing a stake of 7,144 shares — an estimated $253K sold.

Jaffetilchin Investment Partners first reported a position in DAUG in Q2 2020 and held it in 7 quarters. The position peaked at $618K in Q2 2020. 88 funds tracked by Wall St. Rank hold DAUG as of Q1 2024.

Jaffetilchin Investment Partners reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q1 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 7,144 FT Vest US Equity Deep Buffer ETF August shares in Q1 2024, an estimated $253K.
Jaffetilchin Investment Partners first reported a position in FT Vest US Equity Deep Buffer ETF August in Q2 2020 and held it in 7 quarters.
Jaffetilchin Investment Partners's FT Vest US Equity Deep Buffer ETF August position peaked at $618K in Q2 2020.
88 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q1 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2024, filed 16 May 2024.