Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
9,977
-1,572
| -14% | -$81.3K | 0.04% | 401 |
|
|
2025
Q1 | $551K | Sell |
11,549
-9,092
| -44% | -$434K | 0.05% | 365 |
|
|
2024
Q4 | $1.01M | Buy |
20,641
+10,251
| +99% | +$502K | 0.08% | 268 |
|
|
2024
Q3 | $499K | Buy |
+10,390
| New | +$499K | 0.04% | 452 |
|
|
2024
Q2 | – | Sell |
-4,640
| Closed | -$206K | – | 681 |
|
|
2024
Q1 | $206K | Buy |
+4,640
| New | +$206K | 0.02% | 573 |
|