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Summit Wealth Partners’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Summit Wealth Partners’s Portfolio FJUL Stock Details FJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,255
Closed -$355K – 212
2024
Q4 		$355K Hold
7,255
– – 0.07% 150
2024
Q3 		$349K Buy
+7,255
New +$349K 0.07% 177