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Penserra Capital Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Penserra Capital 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
2024
Q3 		– Sell
-173
Closed -$8K – 1170
2024
Q2 		$8K Sell
173
-1
-0.6% -$45 ﹤0.01% 961
2024
Q1 		$7K Buy
+174
New +$7.48K ﹤0.01% 966

Other funds holding FJUL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

Penserra Capital Management's FJUL Position: Q3 2024 in Review

Penserra Capital Management sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q3 2024, closing a stake of 173 shares — an estimated $8K sold.

Penserra Capital Management first reported a position in FJUL in Q1 2024 and held it in 2 quarters. The position peaked at $8K in Q2 2024. 145 funds tracked by Wall St. Rank hold FJUL as of Q3 2024.

  • Penserra Capital Management reported no remaining FT Vest US Equity Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Penserra Capital Management sold 173 FT Vest US Equity Buffer ETF July shares in Q3 2024, an estimated $8K.
  • Penserra Capital Management first reported a position in FT Vest US Equity Buffer ETF July in Q1 2024 and held it in 2 quarters.
  • Penserra Capital Management's FT Vest US Equity Buffer ETF July position peaked at $8K in Q2 2024.
  • 145 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2024.

Based on Penserra Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.