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Outlook Wealth Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Outlook Wealth Advisors’s Portfolio DJUL Stock Details DJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-33,860
Closed -$1.1M – 205
2023
Q1 		$1.1M Sell
33,860
-1,432
-4% -$45.4K 0.49% 48
2022
Q4 		$1.09M Buy
+35,292
New +$1.09M 0.52% 43

Other funds holding DJUL

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Outlook Wealth Advisors's DJUL Position: Q2 2023 in Review

Outlook Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q2 2023, closing a stake of 33,860 shares — an estimated $1.1M sold.

Outlook Wealth Advisors first reported a position in DJUL in Q4 2022 and held it in 2 quarters. The position peaked at $1.1M in Q1 2023. 49 funds tracked by Wall St. Rank hold DJUL as of Q2 2023.

  • Outlook Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q2 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 33,860 FT Vest US Equity Deep Buffer ETF July shares in Q2 2023, an estimated $1.1M.
  • Outlook Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2022 and held it in 2 quarters.
  • Outlook Wealth Advisors's FT Vest US Equity Deep Buffer ETF July position peaked at $1.1M in Q1 2023.
  • 49 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2023.

Based on Outlook Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.