Steward Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Hold |
23,103
| – | – | 0.01% | 1012 |
|
|
2025
Q1 | $889K | Sell |
23,103
-951
| -4% | -$36.6K | 0.01% | 968 |
|
|
2024
Q4 | $929K | Sell |
24,054
-751
| -3% | -$29K | 0.01% | 900 |
|
|
2024
Q3 | $944K | Buy |
24,805
+51
| +0.2% | +$1.94K | 0.01% | 878 |
|
|
2024
Q2 | $911K | Sell |
24,754
-26
| -0.1% | -$957 | 0.01% | 842 |
|
|
2024
Q1 | $897K | Sell |
24,780
-1,001
| -4% | -$36.2K | 0.01% | 833 |
|
|
2023
Q4 | $906K | Sell |
25,781
-350
| -1% | -$12.3K | 0.01% | 771 |
|
|
2023
Q3 | $866K | Buy |
26,131
+3,800
| +17% | +$126K | 0.01% | 727 |
|
|
2023
Q2 | $747K | Buy |
22,331
+22,330
| +2,233,000% | +$747K | 0.01% | 793 |
|
|
2023
Q1 | $32 | Buy |
+1
| New | +$32 | ﹤0.01% | 3282 |
|