Janney Montgomery Scott
XJUL icon

Janney Montgomery Scott’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-83,473
Closed -$2.68M – 2845
2023
Q4 		$2.68M Sell
83,473
-1,535
-2% -$47.5K 0.01% 989
2023
Q3 		$2.56M Buy
+85,008
New +$2.6M 0.01% 933

Other funds holding XJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PPWM
Perissos Private Wealth Management Bethany, Oklahoma $115M AUM 18.9% 1-Year Est. Return

Janney Montgomery Scott's XJUL Position: Q1 2024 in Review

Janney Montgomery Scott sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q1 2024, closing a stake of 83,473 shares — an estimated $2.68M sold.

Janney Montgomery Scott first reported a position in XJUL in Q3 2023 and held it in 2 quarters. The position peaked at $2.68M in Q4 2023. 35 funds tracked by Wall St. Rank hold XJUL as of Q1 2024.

  • Janney Montgomery Scott reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 83,473 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2024, an estimated $2.68M.
  • Janney Montgomery Scott first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and held it in 2 quarters.
  • Janney Montgomery Scott's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $2.68M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2024.

Based on Janney Montgomery Scott's 13F filing for Q1 2024, filed 1 May 2024.