Steward Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF August GAUG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $160K | Hold |
4,337
| – | – | ﹤0.01% | 1863 |
|
2025
Q1 | $151K | Hold |
4,337
| – | – | ﹤0.01% | 1788 |
|
2024
Q4 | $153K | Buy |
4,337
+2,927
| +208% | +$103K | ﹤0.01% | 1763 |
|
2024
Q3 | $49K | Sell |
1,410
-150
| -10% | -$5.22K | ﹤0.01% | 2246 |
|
2024
Q2 | $52.5K | Hold |
1,560
| – | – | ﹤0.01% | 2079 |
|
2024
Q1 | $51.4K | Hold |
1,560
| – | – | ﹤0.01% | 2100 |
|
2023
Q4 | $49.2K | Hold |
1,560
| – | – | ﹤0.01% | 2005 |
|
2023
Q3 | $45.9K | Buy |
+1,560
| New | +$45.9K | ﹤0.01% | 1955 |
|