MWM
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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
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IA
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $392M AUM 21.43% 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 $94B AUM 20.14% 1-Year Est. Return