HBK Sorce Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $335K | Sell |
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|
2025
Q2 | $333K | Buy |
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|
2025
Q1 | $309K | Hold |
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|
2024
Q4 | $310K | Hold |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $480K | Sell |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $572K | Sell |
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|
2023
Q1 | $730K | Sell |
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $751K | Buy |
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