Kestra Private Wealth Services’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
27,098
+50
| +0.2% | +$2K | 0.02% | 714 |
|
|
2025
Q1 | $1.02M | Hold |
27,048
| – | – | 0.02% | 676 |
|
|
2024
Q4 | $1.05M | Sell |
27,048
-900
| -3% | -$34.8K | 0.02% | 630 |
|
|
2024
Q3 | $1.06M | Hold |
27,948
| – | – | 0.02% | 599 |
|
|
2024
Q2 | $1.03M | Hold |
27,948
| – | – | 0.02% | 566 |
|
|
2024
Q1 | $1M | Buy |
+27,948
| New | +$1M | 0.02% | 556 |
|
|
2023
Q3 | – | Sell |
-7,240
| Closed | -$236K | – | 1192 |
|
|
2023
Q2 | $236K | Hold |
7,240
| – | – | 0.01% | 910 |
|
|
2023
Q1 | $224K | Buy |
+7,240
| New | +$224K | 0.01% | 878 |
|