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Sage Capital Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Sage Capital Advisors’s Portfolio DJUL Stock Details DJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-19,968
Closed -$592K – 129
2022
Q3 		$592K Buy
+19,968
New +$620K 0.3% 56

Other funds holding DJUL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Sage Capital Advisors's DJUL Position: Q4 2022 in Review

Sage Capital Advisors sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q4 2022, closing a stake of 19,968 shares — an estimated $592K sold.

Sage Capital Advisors first reported a position in DJUL in Q3 2022 and held it in 1 quarter. The position peaked at $592K in Q3 2022. 50 funds tracked by Wall St. Rank hold DJUL as of Q4 2022.

  • Sage Capital Advisors reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q4 2022 after selling out during the quarter.
  • Sage Capital Advisors sold 19,968 FT Vest US Equity Deep Buffer ETF July shares in Q4 2022, an estimated $592K.
  • Sage Capital Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2022 and held it in 1 quarter.
  • Sage Capital Advisors's FT Vest US Equity Deep Buffer ETF July position peaked at $592K in Q3 2022.
  • 50 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q4 2022.

Based on Sage Capital Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.