LM Advisors’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 | $2.46M | Sell |
61,615
-190
| -0.3% | -$7.6K | 0.32% | 46 |
|
|
2025
Q1 | $2.33M | Sell |
61,805
-1,360
| -2% | -$51.2K | 0.42% | 47 |
|
|
2024
Q4 | $2.44M | Sell |
63,165
-1,090
| -2% | -$42.1K | 0.44% | 43 |
|
|
2024
Q3 | $2.43M | Sell |
64,255
-6,269
| -9% | -$237K | 0.49% | 41 |
|
|
2024
Q2 | $2.6M | Buy |
70,524
+5,659
| +9% | +$209K | ﹤0.01% | 58 |
|
|
2024
Q1 | $2.33M | Buy |
64,865
+3,671
| +6% | +$132K | 0.37% | 55 |
|
|
2023
Q4 | $2.11M | Buy |
+61,194
| New | +$2.11M | 0.42% | 50 |
|