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

Holistic Planning’s Portfolio GJUN Stock Details GJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$431K Buy
11,461
+2,036
+22% +$76.6K 0.12% 134
2025
Q1 		$331K Sell
9,425
-293
-3% -$10.3K 0.11% 132
2024
Q4 		$350K Hold
9,718
– – 0.13% 115
2024
Q3 		$344K Buy
+9,718
New +$344K 0.15% 102