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

Jaffetilchin Investment Partners’s Portfolio XJUL Stock Details XJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,332
Closed -$46.5K – 1322
2024
Q3 		$46.5K Buy
+1,332
New +$45.5K ﹤0.01% 597

Other funds holding XJUL

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KAS
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Jaffetilchin Investment Partners sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q4 2024, closing a stake of 1,332 shares — an estimated $46.5K sold.

Jaffetilchin Investment Partners first reported a position in XJUL in Q3 2024 and held it in 1 quarter. The position peaked at $46.5K in Q3 2024. 43 funds tracked by Wall St. Rank hold XJUL as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,332 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q4 2024, an estimated $46.5K.
  • Jaffetilchin Investment Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $46.5K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q4 2024.

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