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Strategic Asset Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Strategic Asset Management’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
2022
Q3 		$78K Buy
2,415
+450
+23% +$15.6K 0.14% 111
2022
Q2 		$65K Hold
1,965
– – 0.1% 133
2022
Q1 		$71K Buy
1,965
+1,265
+181% +$44.9K 0.1% 129
2021
Q4 		$26K Buy
+700
New +$25.1K 0.04% 241

Other funds holding FJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Strategic Asset Management's FJUL Position: Q3 2022 in Review

Strategic Asset Management increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 23% in Q3 2022, buying an estimated $15.6K and bringing the position to 2,415 shares worth $78K. The position accounts for 0.14% of the portfolio, ranked #111.

Strategic Asset Management first reported a position in FJUL in Q4 2021 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold FJUL as of Q3 2022.

  • Strategic Asset Management held 2,415 shares of FT Vest US Equity Buffer ETF July worth $78K as of Q3 2022.
  • Strategic Asset Management bought 450 FT Vest US Equity Buffer ETF July shares in Q3 2022, an estimated $15.6K.
  • FT Vest US Equity Buffer ETF July made up 0.14% of Strategic Asset Management's portfolio in Q3 2022, its #111 holding.
  • Strategic Asset Management first reported a position in FT Vest US Equity Buffer ETF July in Q4 2021 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.