Chicago Partners Investment Group’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 | $336K | Hold |
8,957
| – | – | 0.01% | 783 |
|
|
2025
Q1 | $318K | Hold |
8,957
| – | – | 0.01% | 666 |
|
|
2024
Q4 | $319K | Hold |
8,957
| – | – | 0.01% | 638 |
|
|
2024
Q3 | $314K | Hold |
8,957
| – | – | 0.01% | 610 |
|
|
2024
Q2 | $303K | Sell |
8,957
-242
| -3% | -$8.18K | 0.01% | 587 |
|
|
2024
Q1 | $306K | Hold |
9,199
| – | – | 0.01% | 563 |
|
|
2023
Q4 | $298K | Buy |
9,199
+1,326
| +17% | +$43K | 0.01% | 545 |
|
|
2023
Q3 | $236K | Buy |
+7,873
| New | +$236K | 0.01% | 565 |
|