LA
LM Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Hold |
94,380
| – | – | 0.5% | 31 |
|
|
2025
Q1 | $3.63M | Sell |
94,380
-293
| -0.3% | -$11.3K | 0.65% | 31 |
|
|
2024
Q4 | $3.66M | Buy |
94,673
+10,358
| +12% | +$400K | 0.65% | 33 |
|
|
2024
Q3 | $2.95M | Sell |
84,315
-22,800
| -21% | -$797K | 0.6% | 35 |
|
|
2024
Q2 | $3.69M | Sell |
107,115
-5,765
| -5% | -$199K | 0.01% | 51 |
|
|
2024
Q1 | $3.84M | Sell |
112,880
-22,454
| -17% | -$764K | 0.61% | 33 |
|
|
2023
Q4 | $4.75M | Buy |
+135,334
| New | +$4.75M | 0.96% | 22 |
|