MAM
FJUL icon

Milestone Asset Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Milestone Asset Management’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
2023
Q4 		– Sell
-152,686
Closed -$5.84M – 93
2023
Q3 		$5.84M Buy
+152,686
New +$6M 2.04% 9

Other funds holding FJUL

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Milestone Asset Management's FJUL Position: Q4 2023 in Review

Milestone Asset Management sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2023, closing a stake of 152,686 shares — an estimated $5.84M sold.

Milestone Asset Management first reported a position in FJUL in Q3 2023 and held it in 1 quarter. The position peaked at $5.84M in Q3 2023. 115 funds tracked by Wall St. Rank hold FJUL as of Q4 2023.

  • Milestone Asset Management reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Milestone Asset Management sold 152,686 FT Vest US Equity Buffer ETF July shares in Q4 2023, an estimated $5.84M.
  • Milestone Asset Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • Milestone Asset Management's FT Vest US Equity Buffer ETF July position peaked at $5.84M in Q3 2023.
  • 115 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2023.

Based on Milestone Asset Management's 13F filing for Q4 2023, filed 23 Jan 2024.