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Legacy Capital Group California’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Legacy Capital Group California’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
Q2 		– Sell
-95,500
Closed -$4.24M – 322
2024
Q1 		$4.24M Buy
+95,500
New +$4.1M 1.57% 7

Other funds holding FJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Capital Group California's FJUL Position: Q2 2024 in Review

Legacy Capital Group California sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2024, closing a stake of 95,500 shares — an estimated $4.24M sold.

Legacy Capital Group California first reported a position in FJUL in Q1 2024 and held it in 1 quarter. The position peaked at $4.24M in Q1 2024. 112 funds tracked by Wall St. Rank hold FJUL as of Q2 2024.

  • Legacy Capital Group California reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 95,500 FT Vest US Equity Buffer ETF July shares in Q2 2024, an estimated $4.24M.
  • Legacy Capital Group California first reported a position in FT Vest US Equity Buffer ETF July in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Group California's FT Vest US Equity Buffer ETF July position peaked at $4.24M in Q1 2024.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.