Steward Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Buy |
13,960
+1,125
| +9% | +$44K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $465K | Sell |
12,835
-300
| -2% | -$10.9K | ﹤0.01% | 1256 |
|
|
2024
Q4 | $485K | Hold |
13,135
| – | – | ﹤0.01% | 1182 |
|
|
2024
Q3 | $476K | Hold |
13,135
| – | – | ﹤0.01% | 1125 |
|
|
2024
Q2 | $460K | Buy |
13,135
+650
| +5% | +$22.7K | ﹤0.01% | 1094 |
|
|
2024
Q1 | $424K | Hold |
12,485
| – | – | ﹤0.01% | 1122 |
|
|
2023
Q4 | $411K | Hold |
12,485
| – | – | 0.01% | 1082 |
|
|
2023
Q3 | $385K | Hold |
12,485
| – | – | 0.01% | 1020 |
|
|
2023
Q2 | $390K | Buy |
+12,485
| New | +$390K | 0.01% | 1025 |
|