Steward Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Hold |
19,350
| – | – | 0.01% | 1130 |
|
|
2025
Q1 | $683K | Sell |
19,350
-250
| -1% | -$8.83K | 0.01% | 1073 |
|
|
2024
Q4 | $695K | Sell |
19,600
-1,000
| -5% | -$35.5K | 0.01% | 1016 |
|
|
2024
Q3 | $720K | Sell |
20,600
-1,250
| -6% | -$43.7K | 0.01% | 974 |
|
|
2024
Q2 | $740K | Hold |
21,850
| – | – | 0.01% | 914 |
|
|
2024
Q1 | $727K | Sell |
21,850
-2,250
| -9% | -$74.8K | 0.01% | 905 |
|
|
2023
Q4 | $773K | Sell |
24,100
-150
| -0.6% | -$4.81K | 0.01% | 818 |
|
|
2023
Q3 | $731K | Buy |
+24,250
| New | +$731K | 0.01% | 783 |
|