Private Advisory Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Private Advisory Group’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
2022 Q2	–	Sell	-88,044	Closed	-$3.18M	–	175
2022 Q1	$3.18M	Buy	+88,044	New	+$3.13M	0.62%	49

Other funds holding FJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Private Advisory Group's FJUL Position: Q2 2022 in Review

Private Advisory Group sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2022, closing a stake of 88,044 shares — an estimated $3.18M sold.

Private Advisory Group first reported a position in FJUL in Q1 2022 and held it in 1 quarter. The position peaked at $3.18M in Q1 2022. 56 funds tracked by Wall St. Rank hold FJUL as of Q2 2022.

Private Advisory Group reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2022 after selling out during the quarter.
Private Advisory Group sold 88,044 FT Vest US Equity Buffer ETF July shares in Q2 2022, an estimated $3.18M.
Private Advisory Group first reported a position in FT Vest US Equity Buffer ETF July in Q1 2022 and held it in 1 quarter.
Private Advisory Group's FT Vest US Equity Buffer ETF July position peaked at $3.18M in Q1 2022.
56 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2022.

Based on Private Advisory Group's 13F filing for Q2 2022, filed 12 Aug 2022.