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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
16,466
-20,450
| -55% | -$769K | ﹤0.01% | 1198 |
|
|
2025
Q1 | $1.3M | Hold |
36,916
| – | – | 0.01% | 807 |
|
|
2024
Q4 | $1.33M | Buy |
36,916
+3,214
| +10% | +$116K | 0.01% | 773 |
|
|
2024
Q3 | $1.19M | Buy |
33,702
+1,812
| +6% | +$64.2K | 0.01% | 794 |
|
|
2024
Q2 | $1.09M | Buy |
31,890
+2,440
| +8% | +$83.2K | 0.01% | 783 |
|
|
2024
Q1 | $982K | Buy |
29,450
+150
| +0.5% | +$5K | 0.01% | 799 |
|
|
2023
Q4 | $932K | Sell |
29,300
-403,264
| -93% | -$12.8M | 0.01% | 761 |
|
|
2023
Q3 | $12.8M | Buy |
432,564
+13,771
| +3% | +$408K | 0.2% | 113 |
|
|
2023
Q2 | $12.6M | Buy |
+418,793
| New | +$12.6M | 0.19% | 115 |
|