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WealthGarden F.S.’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

WealthGarden F.S.’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
Q4 		– Sell
-6,495
Closed -$312K – 126
2024
Q3 		$312K Sell
6,495
-10,867
-63% -$506K 0.3% 90
2024
Q2 		$800K Buy
+17,362
New +$778K 0.84% 35

Other funds holding FJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

WealthGarden F.S.'s FJUL Position: Q4 2024 in Review

WealthGarden F.S. sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2024, closing a stake of 6,495 shares — an estimated $312K sold.

WealthGarden F.S. first reported a position in FJUL in Q2 2024 and held it in 2 quarters. The position peaked at $800K in Q2 2024. 150 funds tracked by Wall St. Rank hold FJUL as of Q4 2024.

  • WealthGarden F.S. reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • WealthGarden F.S. sold 6,495 FT Vest US Equity Buffer ETF July shares in Q4 2024, an estimated $312K.
  • WealthGarden F.S. first reported a position in FT Vest US Equity Buffer ETF July in Q2 2024 and held it in 2 quarters.
  • WealthGarden F.S.'s FT Vest US Equity Buffer ETF July position peaked at $800K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2024.

Based on WealthGarden F.S.'s 13F filing for Q4 2024, filed 4 Feb 2025.