Steward Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
2025
Q1
$368K Hold
2024
Q4
$375K Hold
2024
Q3
$369K Buy
2024
Q2
$249K Hold
2024
Q1
$243K Hold
2023
Q4
$230K Hold
2023
Q3
$214K Buy