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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
9,956
-278
| -3% | -$10.8K | ﹤0.01% | 1424 |
|
|
2025
Q1 | $368K | Hold |
10,234
| – | – | ﹤0.01% | 1354 |
|
|
2024
Q4 | $375K | Hold |
10,234
| – | – | ﹤0.01% | 1294 |
|
|
2024
Q3 | $369K | Buy |
10,234
+3,072
| +43% | +$111K | ﹤0.01% | 1244 |
|
|
2024
Q2 | $249K | Hold |
7,162
| – | – | ﹤0.01% | 1349 |
|
|
2024
Q1 | $243K | Hold |
7,162
| – | – | ﹤0.01% | 1347 |
|
|
2023
Q4 | $230K | Hold |
7,162
| – | – | ﹤0.01% | 1321 |
|
|
2023
Q3 | $214K | Buy |
+7,162
| New | +$214K | ﹤0.01% | 1254 |
|