HWMA
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Heritage Wealth Management (Arizona)’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FJUL Stock Details FJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$93.8K Buy
2,734
+1,367
+100% +$46.9K 0.01% 421
2022
Q3 		$44K Buy
+1,367
New +$44K 0.01% 416