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Simplicity Solutions’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-7,059
Closed -$233K – 647
2020
Q4 		$233K Sell
7,059
-7,365
-51% -$236K ﹤0.01% 864
2020
Q3 		$448K Buy
+14,424
New +$446K 0.01% 653

Other funds holding FJUL

T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Simplicity Solutions's FJUL Position: Q1 2021 in Review

Simplicity Solutions sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2021, closing a stake of 7,059 shares — an estimated $233K sold.

Simplicity Solutions first reported a position in FJUL in Q3 2020 and held it in 2 quarters. The position peaked at $448K in Q3 2020. 25 funds tracked by Wall St. Rank hold FJUL as of Q1 2021.

  • Simplicity Solutions reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 7,059 FT Vest US Equity Buffer ETF July shares in Q1 2021, an estimated $233K.
  • Simplicity Solutions first reported a position in FT Vest US Equity Buffer ETF July in Q3 2020 and held it in 2 quarters.
  • Simplicity Solutions's FT Vest US Equity Buffer ETF July position peaked at $448K in Q3 2020.
  • 25 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.