Holistic Planning’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
7,262
+519
+8% +$27.9K 0.11% 145
2025
Q1
$336K Hold
6,743
0.11% 129
2024
Q4
$346K Hold
6,743
0.13% 116
2024
Q3
$341K Buy
+6,743
New +$341K 0.14% 103