OIA
QCJL

OneDigital Investment Advisors’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

OneDigital Investment Advisors’s Portfolio QCJL Stock Details QCJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,200
Closed -$273K – 1552
2025
Q2 		$273K Hold
12,200
– – ﹤0.01% 1217
2025
Q1 		$248K Hold
12,200
– – ﹤0.01% 1213
2024
Q4 		$256K Buy
+12,200
New +$253K ﹤0.01% 1212

Other funds holding QCJL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

OneDigital Investment Advisors's QCJL Position: Q3 2025 in Review

OneDigital Investment Advisors sold out of FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) in Q3 2025, closing a stake of 12,200 shares — an estimated $273K sold.

OneDigital Investment Advisors first reported a position in QCJL in Q4 2024 and held it in 3 quarters. The position peaked at $273K in Q2 2025. 55 funds tracked by Wall St. Rank hold QCJL as of Q3 2025.

  • OneDigital Investment Advisors reported no remaining FT Vest Nasdaq-100 Conservative Buffer ETF - July position as of Q3 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 12,200 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q3 2025, an estimated $273K.
  • OneDigital Investment Advisors first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q4 2024 and held it in 3 quarters.
  • OneDigital Investment Advisors's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $273K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q3 2025.

Based on OneDigital Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.