Kestra Private Wealth Services’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 | $201K | Buy |
+5,200
| New | +$201K | ﹤0.01% | 1495 |
|
|
2024
Q4 | – | Sell |
-12,200
| Closed | -$440K | – | 1444 |
|
|
2024
Q3 | $440K | Buy |
12,200
+4,200
| +53% | +$151K | 0.01% | 925 |
|
|
2024
Q2 | $278K | Hold |
8,000
| – | – | 0.01% | 1079 |
|
|
2024
Q1 | $271K | Hold |
8,000
| – | – | 0.01% | 1050 |
|
|
2023
Q4 | $257K | Hold |
8,000
| – | – | 0.01% | 1015 |
|
|
2023
Q3 | $240K | Buy |
+8,000
| New | +$240K | 0.01% | 964 |
|