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Sound Income Strategies’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-58
Closed -$1.96K – 1427
2024
Q1 		$1.96K Buy
+58
New +$1.91K ﹤0.01% 1066
2023
Q4 		– Sell
-204
Closed -$6.11K – 1347
2023
Q3 		$6.11K Buy
+204
New +$6.23K ﹤0.01% 703

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sound Income Strategies's GJUL Position: Q2 2024 in Review

Sound Income Strategies sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2024, closing a stake of 58 shares — an estimated $1.96K sold.

Sound Income Strategies first reported a position in GJUL in Q3 2023 and held it in 2 quarters. The position peaked at $6.11K in Q3 2023. 72 funds tracked by Wall St. Rank hold GJUL as of Q2 2024.

  • Sound Income Strategies reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 58 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2024, an estimated $1.96K.
  • Sound Income Strategies first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and held it in 2 quarters.
  • Sound Income Strategies's FT Vest US Equity Moderate Buffer ETF July position peaked at $6.11K in Q3 2023.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.