U.S. Capital Wealth Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

U.S. Capital Wealth Advisors’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
2022 Q2	–	Sell	-49,986	Closed	-$1.67M	–	684
2022 Q1	$1.67M	Sell	49,986 -3,915	-7%	-$129K	0.06%	305
2021 Q4	$1.82M	Hold	53,901	–	–	0.07%	282
2021 Q3	$1.76M	Buy	+53,901	New	+$1.77M	0.08%	272

Other funds holding DJUL

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

U.S. Capital Wealth Advisors's DJUL Position: Q2 2022 in Review

U.S. Capital Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q2 2022, closing a stake of 49,986 shares — an estimated $1.67M sold.

U.S. Capital Wealth Advisors first reported a position in DJUL in Q3 2021 and held it in 3 quarters. The position peaked at $1.82M in Q4 2021. 32 funds tracked by Wall St. Rank hold DJUL as of Q2 2022.

U.S. Capital Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q2 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 49,986 FT Vest US Equity Deep Buffer ETF July shares in Q2 2022, an estimated $1.67M.
U.S. Capital Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2021 and held it in 3 quarters.
U.S. Capital Wealth Advisors's FT Vest US Equity Deep Buffer ETF July position peaked at $1.82M in Q4 2021.
32 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.