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Richard W. Paul & Associates’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Richard W. Paul & Associates’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
2023
Q4 		– Sell
-18
Closed -$539 – 515
2023
Q3 		$539 Buy
+18
New +$549 ﹤0.01% 463

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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Richard W. Paul & Associates's GJUL Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2023, closing a stake of 18 shares — an estimated $539 sold.

Richard W. Paul & Associates first reported a position in GJUL in Q3 2023 and held it in 1 quarter. The position peaked at $539 in Q3 2023. 77 funds tracked by Wall St. Rank hold GJUL as of Q4 2023.

  • Richard W. Paul & Associates reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 18 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2023, an estimated $539.
  • Richard W. Paul & Associates first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • Richard W. Paul & Associates's FT Vest US Equity Moderate Buffer ETF July position peaked at $539 in Q3 2023.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.