SMART Wealth’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 | $1.42M | Sell |
31,979
-1,100
| -3% | -$48.9K | 0.45% | 72 |
|
|
2025
Q1 | $1.35M | Sell |
33,079
-8,350
| -20% | -$342K | 0.48% | 61 |
|
|
2024
Q4 | $1.74M | Buy |
41,429
+24,516
| +145% | +$1.03M | 0.62% | 52 |
|
|
2024
Q3 | $700K | Buy |
16,913
+4,200
| +33% | +$174K | 0.27% | 79 |
|
|
2024
Q2 | $506K | Buy |
12,713
+6,743
| +113% | +$268K | 0.2% | 77 |
|
|
2024
Q1 | $231K | Sell |
5,970
-9
| -0.2% | -$348 | 0.1% | 100 |
|
|
2023
Q4 | $218K | Sell |
5,979
-63,380
| -91% | -$2.31M | 0.12% | 77 |
|
|
2023
Q3 | $2.36M | Buy |
69,359
+5,269
| +8% | +$179K | 1.77% | 17 |
|
|
2023
Q2 | $2.22M | Sell |
64,090
-37,999
| -37% | -$1.32M | 1.68% | 16 |
|
|
2023
Q1 | $3.3M | Sell |
102,089
-16,070
| -14% | -$520K | 2.91% | 8 |
|
|
2022
Q4 | $3.65M | Buy |
+118,159
| New | +$3.65M | 2.75% | 9 |
|