Avidian Wealth Enterprises’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 | $767K | Hold |
19,826
| – | – | 0.03% | 243 |
|
|
2025
Q1 | $713K | Sell |
19,826
-1,755
| -8% | -$63.1K | 0.03% | 241 |
|
|
2024
Q4 | $791K | Hold |
21,581
| – | – | 0.04% | 224 |
|
|
2024
Q3 | $778K | Buy |
21,581
+8,888
| +70% | +$320K | 0.04% | 221 |
|
|
2024
Q2 | $441K | Hold |
12,693
| – | – | 0.02% | 306 |
|
|
2024
Q1 | $430K | Hold |
12,693
| – | – | 0.02% | 286 |
|
|
2023
Q4 | $407K | Hold |
12,693
| – | – | 0.03% | 294 |
|
|
2023
Q3 | $380K | Buy |
+12,693
| New | +$380K | 0.03% | 291 |
|