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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$719K Hold
2025
Q1
$683K Sell
2024
Q4
$695K Sell
2024
Q3
$720K Sell
2024
Q2
$740K Hold
2024
Q1
$727K Sell
2023
Q4
$773K Sell
2023
Q3
$731K Buy