Spire Wealth Management’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 | $1.94M | Sell |
43,583
-5,108
| -10% | -$227K | 0.07% | 239 |
|
2025
Q1 | $1.99M | Sell |
48,691
-7,415
| -13% | -$303K | 0.06% | 266 |
|
2024
Q4 | $2.36M | Sell |
56,106
-3,845
| -6% | -$161K | 0.07% | 228 |
|
2024
Q3 | $2.48M | Buy |
59,951
+10,618
| +22% | +$440K | 0.08% | 197 |
|
2024
Q2 | $1.96M | Sell |
49,333
-1,179
| -2% | -$46.9K | 0.07% | 233 |
|
2024
Q1 | $1.95M | Sell |
50,512
-5,558
| -10% | -$215K | 0.04% | 254 |
|
2023
Q4 | $2.07M | Buy |
56,070
+23,561
| +72% | +$869K | 0.07% | 236 |
|
2023
Q3 | $1.1M | Buy |
+32,509
| New | +$1.1M | 0.04% | 311 |
|