Blue Bell Private Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,449
| Closed | -$122K | – | 766 |
|
|
2025
Q1 | $122K | Sell |
3,449
-5
| -0.1% | -$177 | 0.02% | 272 |
|
|
2024
Q4 | $123K | Sell |
3,454
-28
| -0.8% | -$993 | 0.02% | 256 |
|
|
2024
Q3 | $122K | Sell |
3,482
-3
| -0.1% | -$105 | 0.02% | 261 |
|
|
2024
Q2 | $118K | Sell |
3,485
-77
| -2% | -$2.61K | 0.02% | 258 |
|
|
2024
Q1 | $118K | Sell |
3,562
-15
| -0.4% | -$499 | 0.03% | 242 |
|
|
2023
Q4 | $115K | Sell |
3,577
-10
| -0.3% | -$321 | 0.03% | 220 |
|
|
2023
Q3 | $108K | Buy |
+3,587
| New | +$108K | 0.03% | 191 |
|