Steward Partners Investment Advisory’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 | $5.55K | Hold |
125
| – | – | ﹤0.01% | 3443 |
|
|
2025
Q1 | $5.11K | Sell |
125
-128
| -51% | -$5.24K | ﹤0.01% | 3376 |
|
|
2024
Q4 | $10.6K | Hold |
253
| – | – | ﹤0.01% | 3069 |
|
|
2024
Q3 | $10.5K | Sell |
253
-345
| -58% | -$14.3K | ﹤0.01% | 2929 |
|
|
2024
Q2 | $23.8K | Hold |
598
| – | – | ﹤0.01% | 2449 |
|
|
2024
Q1 | $23.1K | Hold |
598
| – | – | ﹤0.01% | 2459 |
|
|
2023
Q4 | $21.8K | Hold |
598
| – | – | ﹤0.01% | 2360 |
|
|
2023
Q3 | $20.3K | Sell |
598
-124
| -17% | -$4.21K | ﹤0.01% | 2301 |
|
|
2023
Q2 | $25.1K | Sell |
722
-16,307
| -96% | -$566K | ﹤0.01% | 2178 |
|
|
2023
Q1 | $551K | Buy |
17,029
+2,027
| +14% | +$65.6K | 0.01% | 889 |
|
|
2022
Q4 | $464K | Buy |
15,002
+7,781
| +108% | +$241K | 0.01% | 931 |
|
|
2022
Q3 | $214K | Buy |
+7,221
| New | +$214K | ﹤0.01% | 1172 |
|