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Lloyd Advisory Services’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Lloyd Advisory Services’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
-61,012
Closed -$2.71M – 131
2024
Q1 		$2.71M Buy
+61,012
New +$2.62M 0.58% 20

Other funds holding FJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 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 $2.1B AUM 37.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $110B AUM 26.29% 1-Year Est. Return

Lloyd Advisory Services's FJUL Position: Q2 2024 in Review

Lloyd Advisory Services sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2024, closing a stake of 61,012 shares — an estimated $2.71M sold.

Lloyd Advisory Services first reported a position in FJUL in Q1 2024 and held it in 1 quarter. The position peaked at $2.71M in Q1 2024. 112 funds tracked by Wall St. Rank hold FJUL as of Q2 2024.

  • Lloyd Advisory Services reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Lloyd Advisory Services sold 61,012 FT Vest US Equity Buffer ETF July shares in Q2 2024, an estimated $2.71M.
  • Lloyd Advisory Services first reported a position in FT Vest US Equity Buffer ETF July in Q1 2024 and held it in 1 quarter.
  • Lloyd Advisory Services's FT Vest US Equity Buffer ETF July position peaked at $2.71M in Q1 2024.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2024.

Based on Lloyd Advisory Services's 13F filing for Q2 2024, filed 5 Aug 2024.