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Turtle Creek Wealth Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Turtle Creek Wealth Advisors’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
2024
Q2 		– Sell
-1,228
Closed -$54.6K – 202
2024
Q1 		$54.6K Hold
1,228
– – 0.01% 167
2023
Q4 		$51.1K Buy
+1,228
New +$48.6K 0.02% 266

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Turtle Creek Wealth Advisors's FJUL Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2024, closing a stake of 1,228 shares — an estimated $54.6K sold.

Turtle Creek Wealth Advisors first reported a position in FJUL in Q4 2023 and held it in 2 quarters. The position peaked at $54.6K in Q1 2024. 112 funds tracked by Wall St. Rank hold FJUL as of Q2 2024.

  • Turtle Creek Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 1,228 FT Vest US Equity Buffer ETF July shares in Q2 2024, an estimated $54.6K.
  • Turtle Creek Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's FT Vest US Equity Buffer ETF July position peaked at $54.6K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.