Holistic Planning’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Hold
5,746
0.07% 188
2025
Q1
$235K Buy
5,746
+110
+2% +$4.5K 0.08% 168
2024
Q4
$237K Buy
+5,636
New +$237K 0.09% 154