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Raymond James Financial Services Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Raymond James Financial Services Advisors’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$17.5M Buy
485,161
+140,127
+41% +$4.92M 0.02% 599
2024
Q2 		$12M Sell
345,034
-36,951
-10% -$1.26M 0.02% 736
2024
Q1 		$12.9M Buy
+381,985
New +$12.6M 0.02% 692

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors's GJUL Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 41% in Q3 2024, buying an estimated $4.92M and bringing the position to 485,161 shares worth $17.5M. The position accounts for 0.02% of the portfolio, ranked #599.

Raymond James Financial Services Advisors first reported a position in GJUL in Q1 2024 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold GJUL as of Q3 2024.

  • Raymond James Financial Services Advisors held 485,161 shares of FT Vest US Equity Moderate Buffer ETF July worth $17.5M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 140,127 FT Vest US Equity Moderate Buffer ETF July shares in Q3 2024, an estimated $4.92M.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #599 holding.
  • Raymond James Financial Services Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q1 2024 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.