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

SageView 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
2024
Q1 		– Sell
-8,512
Closed -$362K – 590
2023
Q4 		$362K Hold
8,512
– – 0.02% 457
2023
Q3 		$326K Hold
8,512
– – 0.02% 405
2023
Q2 		$332K Buy
+8,512
New +$314K 0.02% 426

Other funds holding FJUL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SageView Advisory Group's FJUL Position: Q1 2024 in Review

SageView Advisory Group sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2024, closing a stake of 8,512 shares — an estimated $362K sold.

SageView Advisory Group first reported a position in FJUL in Q2 2023 and held it in 3 quarters. The position peaked at $362K in Q4 2023. 131 funds tracked by Wall St. Rank hold FJUL as of Q1 2024.

  • SageView Advisory Group reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 8,512 FT Vest US Equity Buffer ETF July shares in Q1 2024, an estimated $362K.
  • SageView Advisory Group first reported a position in FT Vest US Equity Buffer ETF July in Q2 2023 and held it in 3 quarters.
  • SageView Advisory Group's FT Vest US Equity Buffer ETF July position peaked at $362K in Q4 2023.
  • 131 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.