GWM
GDS Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-219,589
| Closed | -$10.8M | – | 175 |
|
|
2024
Q4 | $10.8M | Buy |
219,589
+19,623
| +10% | +$961K | 0.98% | 43 |
|
|
2024
Q3 | $9.62M | Buy |
199,966
+19,495
| +11% | +$938K | 0.94% | 42 |
|
|
2024
Q2 | $8.31M | Buy |
180,471
+6,597
| +4% | +$304K | 0.91% | 48 |
|
|
2024
Q1 | $7.73M | Buy |
173,874
+6,642
| +4% | +$295K | 0.91% | 51 |
|
|
2023
Q4 | $6.96M | Buy |
167,232
+9,817
| +6% | +$409K | 0.94% | 47 |
|
|
2023
Q3 | $6.04M | Buy |
157,415
+85,257
| +118% | +$3.27M | 0.95% | 41 |
|
|
2023
Q2 | $2.81M | Buy |
+72,158
| New | +$2.81M | 0.46% | 49 |
|