Holistic Planning’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$545K	Hold	14,095	–	–	0.16%	115
2025 Q1	$507K	Sell	14,095 -286	-2%	-$10.3K	0.17%	102
2024 Q4	$527K	Hold	14,381	–	–	0.19%	95
2024 Q3	$518K	Buy	+14,381	New	+$518K	0.22%	81