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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
2025
Q1
$525K Sell
2024
Q4
$564K Sell
2024
Q3
$603K Hold
2024
Q2
$582K Hold
2024
Q1
$567K Hold
2023
Q4
$537K Buy
2023
Q3
$484K Buy