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Guardian Wealth Advisors (North Carolina)’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$367K Hold
9,000
– – 0.02% 256
2025
Q4 		$372K Hold
9,000
– – 0.02% 263
2025
Q3 		$365K Hold
9,000
– – 0.02% 258
2025
Q2 		$348K Sell
9,000
-5,600
-38% -$205K 0.02% 246
2025
Q1 		$525K Sell
14,600
-785
-5% -$28.9K 0.04% 185
2024
Q4 		$564K Sell
15,385
-1,350
-8% -$49.3K 0.05% 178
2024
Q3 		$603K Hold
16,735
– – 0.07% 143
2024
Q2 		$582K Hold
16,735
– – 0.07% 135
2024
Q1 		$567K Hold
16,735
– – 0.07% 138
2023
Q4 		$537K Buy
16,735
+575
+4% +$17.7K 0.08% 127
2023
Q3 		$484K Buy
+16,160
New +$493K 0.08% 125

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