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Triad Wealth Partners’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Triad Wealth Partners’s Portfolio DJUL Stock Details DJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,417
Closed -$96.2K – 260
2024
Q2 		$96.2K Buy
+2,417
New +$94.1K 0.05% 157

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Triad Wealth Partners's DJUL Position: Q3 2024 in Review

Triad Wealth Partners sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q3 2024, closing a stake of 2,417 shares — an estimated $96.2K sold.

Triad Wealth Partners first reported a position in DJUL in Q2 2024 and held it in 1 quarter. The position peaked at $96.2K in Q2 2024. 101 funds tracked by Wall St. Rank hold DJUL as of Q3 2024.

  • Triad Wealth Partners reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 2,417 FT Vest US Equity Deep Buffer ETF July shares in Q3 2024, an estimated $96.2K.
  • Triad Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF July in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's FT Vest US Equity Deep Buffer ETF July position peaked at $96.2K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.