Pinnacle Wealth Planning Services’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Hold |
20,262
| – | – | 0.12% | 101 |
|
|
2025
Q1 | $829K | Hold |
20,262
| – | – | 0.12% | 94 |
|
|
2024
Q4 | $851K | Hold |
20,262
| – | – | 0.13% | 94 |
|
|
2024
Q3 | $839K | Sell |
20,262
-1,835
| -8% | -$76K | 0.11% | 116 |
|
|
2024
Q2 | $879K | Sell |
22,097
-15,800
| -42% | -$629K | 0.13% | 103 |
|
|
2024
Q1 | $1.47M | Buy |
37,897
+3,000
| +9% | +$116K | 0.21% | 72 |
|
|
2023
Q4 | $1.27M | Buy |
34,897
+19,872
| +132% | +$725K | 0.2% | 77 |
|
|
2023
Q3 | $510K | Buy |
+15,025
| New | +$510K | 0.08% | 155 |
|