LPL Financial’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 | $10M | Buy |
259,285
+97,874
| +61% | +$3.79M | ﹤0.01% | 1707 |
|
2025
Q1 | $5.8M | Buy |
161,411
+12,513
| +8% | +$450K | ﹤0.01% | 2022 |
|
2024
Q4 | $5.46M | Buy |
148,898
+116,078
| +354% | +$4.26M | ﹤0.01% | 2007 |
|
2024
Q3 | $1.18M | Buy |
32,820
+810
| +3% | +$29.2K | ﹤0.01% | 3191 |
|
2024
Q2 | $1.11M | Buy |
32,010
+2,740
| +9% | +$95.2K | ﹤0.01% | 3113 |
|
2024
Q1 | $991K | Buy |
+29,270
| New | +$991K | ﹤0.01% | 3155 |
|