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

Jaffetilchin Investment Partners’s Portfolio FAUG Stock Details FAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,406
Closed -$232K – 357
2024
Q1 		$232K Buy
5,406
+418
+8% +$17.4K 0.02% 326
2023
Q4 		$203K Sell
4,988
-2,018
-29% -$77.9K 0.02% 331
2023
Q3 		$262K Sell
7,006
-200
-3% -$7.71K 0.03% 285
2023
Q2 		$278K Buy
+7,206
New +$267K 0.03% 296

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jaffetilchin Investment Partners's FAUG Position: Q2 2024 in Review

Jaffetilchin Investment Partners sold out of FT Vest US Equity Buffer ETF August (FAUG) in Q2 2024, closing a stake of 5,406 shares — an estimated $232K sold.

Jaffetilchin Investment Partners first reported a position in FAUG in Q2 2023 and held it in 4 quarters. The position peaked at $278K in Q2 2023. 121 funds tracked by Wall St. Rank hold FAUG as of Q2 2024.

  • Jaffetilchin Investment Partners reported no remaining FT Vest US Equity Buffer ETF August position as of Q2 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 5,406 FT Vest US Equity Buffer ETF August shares in Q2 2024, an estimated $232K.
  • Jaffetilchin Investment Partners first reported a position in FT Vest US Equity Buffer ETF August in Q2 2023 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's FT Vest US Equity Buffer ETF August position peaked at $278K in Q2 2023.
  • 121 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF August as of Q2 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2024, filed 30 Jul 2024.