OneDigital Investment Advisors’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 | $328K | Sell |
8,471
-2,496
| -23% | -$96.6K | ﹤0.01% | 1108 |
|
|
2025
Q1 | $394K | Sell |
10,967
-250
| -2% | -$8.99K | ﹤0.01% | 958 |
|
|
2024
Q4 | $411K | Sell |
11,217
-56,510
| -83% | -$2.07M | ﹤0.01% | 971 |
|
|
2024
Q3 | $2.44M | Sell |
67,727
-1,490
| -2% | -$53.7K | 0.03% | 389 |
|
|
2024
Q2 | $2.41M | Sell |
69,217
-666
| -1% | -$23.1K | 0.03% | 376 |
|
|
2024
Q1 | $2.37M | Buy |
69,883
+45,654
| +188% | +$1.55M | 0.04% | 298 |
|
|
2023
Q4 | $777K | Buy |
+24,229
| New | +$777K | 0.01% | 561 |
|