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Perissos Private Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Perissos Private Wealth Management’s Portfolio XJUL Stock Details XJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,613
Closed -$325K – 94
2024
Q2 		$325K Sell
9,613
-20,525
-68% -$687K 0.29% 61
2024
Q1 		$1M Buy
+30,138
New +$985K 0.91% 36

Other funds holding XJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Perissos Private Wealth Management's XJUL Position: Q3 2024 in Review

Perissos Private Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q3 2024, closing a stake of 9,613 shares — an estimated $325K sold.

Perissos Private Wealth Management first reported a position in XJUL in Q1 2024 and held it in 2 quarters. The position peaked at $1M in Q1 2024. 37 funds tracked by Wall St. Rank hold XJUL as of Q3 2024.

  • Perissos Private Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Perissos Private Wealth Management sold 9,613 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q3 2024, an estimated $325K.
  • Perissos Private Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q1 2024 and held it in 2 quarters.
  • Perissos Private Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $1M in Q1 2024.
  • 37 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q3 2024.

Based on Perissos Private Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.