Steward Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
27,032
+684
| +3% | +$27.3K | 0.01% | 960 |
|
|
2025
Q1 | $993K | Sell |
26,348
-127
| -0.5% | -$4.78K | 0.01% | 927 |
|
|
2024
Q4 | $1.02M | Hold |
26,475
| – | – | 0.01% | 864 |
|
|
2024
Q3 | $1M | Hold |
26,475
| – | – | 0.01% | 849 |
|
|
2024
Q2 | $977K | Buy |
26,475
+250
| +1% | +$9.22K | 0.01% | 818 |
|
|
2024
Q1 | $941K | Buy |
26,225
+24,581
| +1,495% | +$882K | 0.01% | 814 |
|
|
2023
Q4 | $56.7K | Hold |
1,644
| – | – | ﹤0.01% | 1927 |
|
|
2023
Q3 | $53K | Hold |
1,644
| – | – | ﹤0.01% | 1882 |
|
|
2023
Q2 | $53.5K | Hold |
1,644
| – | – | ﹤0.01% | 1854 |
|
|
2023
Q1 | $50.9K | Buy |
+1,644
| New | +$50.9K | ﹤0.01% | 1857 |
|