RSWM
Robertson Stephens Wealth Management’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Hold |
10,880
| – | – | 0.01% | 400 |
|
|
2025
Q1 | $383K | Hold |
10,880
| – | – | 0.01% | 401 |
|
|
2024
Q4 | $392K | Hold |
10,880
| – | – | 0.01% | 407 |
|
|
2024
Q3 | $385K | Hold |
10,880
| – | – | 0.01% | 468 |
|
|
2024
Q2 | $371K | Hold |
10,880
| – | – | 0.02% | 372 |
|
|
2024
Q1 | $363K | Hold |
10,880
| – | – | 0.02% | 395 |
|
|
2023
Q4 | $346K | Hold |
10,880
| – | – | 0.02% | 359 |
|
|
2023
Q3 | $322K | Hold |
10,880
| – | – | 0.02% | 366 |
|
|
2023
Q2 | $328K | Buy |
+10,880
| New | +$328K | 0.02% | 340 |
|