KCIA
FJUL icon

Kingsbury Capital Investment Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Kingsbury Capital Investment Advisors’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
2022
Q3 		$1.92M Buy
+59,056
New +$2.05M 2.92% 9

Other funds holding FJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Kingsbury Capital Investment Advisors's FJUL Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors opened a new position in FT Vest US Equity Buffer ETF July (FJUL) in Q3 2022: 59,056 shares worth $1.92M. The stake represents 2.92% of the portfolio and ranks #9 among its holdings.

80 funds tracked by Wall St. Rank hold FJUL as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 59,056 shares of FT Vest US Equity Buffer ETF July worth $1.92M as of Q3 2022.
  • FT Vest US Equity Buffer ETF July was a new Kingsbury Capital Investment Advisors position in Q3 2022.
  • FT Vest US Equity Buffer ETF July made up 2.92% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #9 holding.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.