Jaffetilchin Investment Partners’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Jaffetilchin Investment Partners’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 Q4	–	Sell	-1,046	Closed	-$50.3K	–	688
2024 Q3	$50.3K	Buy	+1,046	New	+$48.7K	﹤0.01%	581
2023 Q2	–	Sell	-7,917	Closed	-$286K	–	365
2023 Q1	$286K	Sell	7,917 -98	-1%	-$3.47K	0.03%	294
2022 Q4	$275K	Sell	8,015 -661	-8%	-$22.6K	0.03%	291
2022 Q3	$281K	Buy	+8,676	New	+$300K	0.04%	261

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

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

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

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Jaffetilchin Investment Partners's FJUL Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2024, closing a stake of 1,046 shares — an estimated $50.3K sold.

Jaffetilchin Investment Partners first reported a position in FJUL in Q3 2022 and held it in 4 quarters. The position peaked at $286K in Q1 2023. 150 funds tracked by Wall St. Rank hold FJUL as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 1,046 FT Vest US Equity Buffer ETF July shares in Q4 2024, an estimated $50.3K.
Jaffetilchin Investment Partners first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and held it in 4 quarters.
Jaffetilchin Investment Partners's FT Vest US Equity Buffer ETF July position peaked at $286K in Q1 2023.
150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.