Steward Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $576K | Sell |
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2025
Q3 | $630K | Sell |
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2025
Q2 | $619K | Sell |
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|
2025
Q1 | $1.3M | Hold |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $982K | Buy |
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|
2023
Q4 | $932K | Sell |
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|
2023
Q3 | $12.8M | Buy |
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|
2023
Q2 | $12.6M | Buy |
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