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Maltin Wealth Management’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Maltin Wealth Management’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-185,059
Closed -$6.27M – 122
2024
Q1 		$6.27M Sell
185,059
-288
-0.2% -$9.49K 3.53% 3
2023
Q4 		$5.95M Buy
185,347
+113,121
+157% +$3.48M 3.79% 2
2023
Q3 		$2.16M Buy
+72,226
New +$2.2M 1.51% 17

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Maltin Wealth Management's GJUL Position: Q2 2024 in Review

Maltin Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2024, closing a stake of 185,059 shares — an estimated $6.27M sold.

Maltin Wealth Management first reported a position in GJUL in Q3 2023 and held it in 3 quarters. The position peaked at $6.27M in Q1 2024. 72 funds tracked by Wall St. Rank hold GJUL as of Q2 2024.

  • Maltin Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Maltin Wealth Management sold 185,059 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2024, an estimated $6.27M.
  • Maltin Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and held it in 3 quarters.
  • Maltin Wealth Management's FT Vest US Equity Moderate Buffer ETF July position peaked at $6.27M in Q1 2024.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2024.

Based on Maltin Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.