Summit Financial Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$469K Sell
2025
Q2
$638K Buy
2024
Q4
Sell
2024
Q3
$202K Sell
2024
Q2
$265K Sell
2024
Q1
$425K Sell
2023
Q4
$48M Sell
2023
Q3
$46.8M Sell
2023
Q2
$47.6M Buy