Atria Wealth Solutions’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 | – | Sell |
-36,189
| Closed | -$1.3M | – | 1637 |
|
|
2025
Q1 | $1.3M | Sell |
36,189
-2,661
| -7% | -$95.7K | 0.02% | 780 |
|
|
2024
Q4 | $1.42M | Buy |
38,850
+739
| +2% | +$27.1K | 0.02% | 773 |
|
|
2024
Q3 | $1.37M | Buy |
38,111
+9,034
| +31% | +$325K | 0.01% | 787 |
|
|
2024
Q2 | $1.01M | Sell |
29,077
-469
| -2% | -$16.3K | 0.01% | 891 |
|
|
2024
Q1 | $1M | Sell |
29,546
-350
| -1% | -$11.9K | 0.01% | 907 |
|
|
2023
Q4 | $959K | Buy |
29,896
+2,235
| +8% | +$71.7K | 0.01% | 870 |
|
|
2023
Q3 | $828K | Buy |
+27,661
| New | +$828K | 0.01% | 892 |
|