SW
Schulz Wealth’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Sell |
92,247
-3,552
| -4% | -$137K | 2.67% | 12 |
|
|
2025
Q1 | $3.44M | Hold |
95,799
| – | – | 2.63% | 13 |
|
|
2024
Q4 | $3.51M | Sell |
95,799
-1,261
| -1% | -$46.2K | 2.7% | 12 |
|
|
2024
Q3 | $3.5M | Buy |
97,060
+37,488
| +63% | +$1.35M | 2.7% | 13 |
|
|
2024
Q2 | $2.07M | Sell |
59,572
-1,615
| -3% | -$56.1K | 1.75% | 12 |
|
|
2024
Q1 | $2.07M | Hold |
61,187
| – | – | 1.77% | 11 |
|
|
2023
Q4 | $1.96M | Buy |
+61,187
| New | +$1.96M | 1.88% | 10 |
|