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WealthPLAN Partners’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-2,403
Closed -$93.7K – 577
2023
Q2 		$93.7K Sell
2,403
-812
-25% -$30K 0.01% 410
2023
Q1 		$116K Buy
+3,215
New +$114K 0.01% 390

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RJFSA
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Carson Wealth (CWM LLC)
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OAJ
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

WealthPLAN Partners's FJUL Position: Q3 2023 in Review

WealthPLAN Partners sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q3 2023, closing a stake of 2,403 shares — an estimated $93.7K sold.

WealthPLAN Partners first reported a position in FJUL in Q1 2023 and held it in 2 quarters. The position peaked at $116K in Q1 2023. 111 funds tracked by Wall St. Rank hold FJUL as of Q3 2023.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Buffer ETF July position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,403 FT Vest US Equity Buffer ETF July shares in Q3 2023, an estimated $93.7K.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Buffer ETF July in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's FT Vest US Equity Buffer ETF July position peaked at $116K in Q1 2023.
  • 111 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.