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Schubert & Co’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Schubert & Co’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
Q1 		– Sell
-11,412
Closed -$366K – 33
2023
Q4 		$366K Buy
+11,412
New +$351K 0.33% 23

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $1.03B AUM 36.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Schubert & Co's GJUL Position: Q1 2024 in Review

Schubert & Co sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q1 2024, closing a stake of 11,412 shares — an estimated $366K sold.

Schubert & Co first reported a position in GJUL in Q4 2023 and held it in 1 quarter. The position peaked at $366K in Q4 2023. 73 funds tracked by Wall St. Rank hold GJUL as of Q1 2024.

  • Schubert & Co reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Schubert & Co sold 11,412 FT Vest US Equity Moderate Buffer ETF July shares in Q1 2024, an estimated $366K.
  • Schubert & Co first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • Schubert & Co's FT Vest US Equity Moderate Buffer ETF July position peaked at $366K in Q4 2023.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2024.

Based on Schubert & Co's 13F filing for Q1 2024, filed 13 May 2024.