SOA Wealth Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Hold |
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|
2025
Q1 | $630K | Hold |
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|
2024
Q4 | $647K | Hold |
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|
2024
Q3 | $636K | Buy |
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|
2024
Q2 | $463K | Hold |
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|
2024
Q1 | $447K | Sell |
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|
2023
Q4 | $448K | Hold |
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|
2023
Q3 | $413K | Buy |
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|
2023
Q2 | $122K | Sell |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $108K | Hold |
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|
2022
Q3 | $101K | Buy |
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