LM Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Hold |
31,290
| – | – | 0.15% | 74 |
|
|
2025
Q1 | $1.1M | Hold |
31,290
| – | – | 0.2% | 83 |
|
|
2024
Q4 | $1.13M | Buy |
31,290
+10,080
| +48% | +$363K | 0.2% | 80 |
|
|
2024
Q3 | $751K | Sell |
21,210
-8,050
| -28% | -$285K | 0.15% | 94 |
|
|
2024
Q2 | $998K | Buy |
29,260
+210
| +0.7% | +$7.16K | ﹤0.01% | 93 |
|
|
2024
Q1 | $969K | Buy |
29,050
+13,266
| +84% | +$443K | 0.15% | 98 |
|
|
2023
Q4 | $502K | Buy |
+15,784
| New | +$502K | 0.1% | 116 |
|