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

Jaffetilchin Investment Partners’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
Q4 		– Sell
-1,341
Closed -$48.3K – 729
2024
Q3 		$48.3K Buy
+1,341
New +$47.1K ﹤0.01% 593

Other funds holding GJUL

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

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

Jaffetilchin Investment Partners sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2024, closing a stake of 1,341 shares — an estimated $48.3K sold.

Jaffetilchin Investment Partners first reported a position in GJUL in Q3 2024 and held it in 1 quarter. The position peaked at $48.3K in Q3 2024. 101 funds tracked by Wall St. Rank hold GJUL as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,341 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2024, an estimated $48.3K.
  • Jaffetilchin Investment Partners first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's FT Vest US Equity Moderate Buffer ETF July position peaked at $48.3K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2024.

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