Blue Bell Private Wealth Management’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
8,604
+7,400
| +615% | +$278K | 0.05% | 181 |
|
|
2025
Q1 | $42.3K | Hold |
1,204
| – | – | 0.01% | 396 |
|
|
2024
Q4 | $43.3K | Hold |
1,204
| – | – | 0.01% | 372 |
|
|
2024
Q3 | $42.6K | Hold |
1,204
| – | – | 0.01% | 383 |
|
|
2024
Q2 | $41.1K | Hold |
1,204
| – | – | 0.01% | 376 |
|
|
2024
Q1 | $40.2K | Hold |
1,204
| – | – | 0.01% | 379 |
|
|
2023
Q4 | $38.3K | Hold |
1,204
| – | – | 0.01% | 360 |
|
|
2023
Q3 | $35.7K | Buy |
+1,204
| New | +$35.7K | 0.01% | 294 |
|