AE Wealth Management’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77K | Sell |
175
-3,214
| -95% | -$124K | ﹤0.01% | 1924 |
|
|
2025
Q1 | $122K | Sell |
3,389
-1,286
| -28% | -$46.2K | ﹤0.01% | 1394 |
|
|
2024
Q4 | $171K | Buy |
+4,675
| New | +$171K | ﹤0.01% | 1308 |
|
|
2024
Q1 | – | Sell |
-373,280
| Closed | -$12.2M | – | 1476 |
|
|
2023
Q4 | $12.2M | Sell |
373,280
-63,081
| -14% | -$2.06M | 0.06% | 351 |
|
|
2023
Q3 | $13.1M | Buy |
+436,361
| New | +$13.1M | 0.08% | 315 |
|