WFS
GJUL icon

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

WealthGarden F.S.’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,675
Closed -$371K – 121
2024
Q2 		$371K Buy
+10,675
New +$364K 0.39% 79

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WealthGarden F.S.'s GJUL Position: Q3 2024 in Review

WealthGarden F.S. sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q3 2024, closing a stake of 10,675 shares — an estimated $371K sold.

WealthGarden F.S. first reported a position in GJUL in Q2 2024 and held it in 1 quarter. The position peaked at $371K in Q2 2024. 103 funds tracked by Wall St. Rank hold GJUL as of Q3 2024.

  • WealthGarden F.S. reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • WealthGarden F.S. sold 10,675 FT Vest US Equity Moderate Buffer ETF July shares in Q3 2024, an estimated $371K.
  • WealthGarden F.S. first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q2 2024 and held it in 1 quarter.
  • WealthGarden F.S.'s FT Vest US Equity Moderate Buffer ETF July position peaked at $371K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q3 2024.

Based on WealthGarden F.S.'s 13F filing for Q3 2024, filed 12 Nov 2024.