Guardian Wealth Advisors (North Carolina)’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 | $266K | Hold |
7,165
| – | – | 0.02% | 285 |
|
|
2025
Q1 | $253K | Hold |
7,165
| – | – | 0.02% | 275 |
|
|
2024
Q4 | $254K | Hold |
7,165
| – | – | 0.02% | 273 |
|
|
2024
Q3 | $250K | Hold |
7,165
| – | – | 0.03% | 237 |
|
|
2024
Q2 | $243K | Hold |
7,165
| – | – | 0.03% | 231 |
|
|
2024
Q1 | $238K | Hold |
7,165
| – | – | 0.03% | 241 |
|
|
2023
Q4 | $230K | Hold |
7,165
| – | – | 0.03% | 226 |
|
|
2023
Q3 | $216K | Buy |
+7,165
| New | +$216K | 0.04% | 224 |
|