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

Summit Wealth Partners’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,723
Closed -$393K – 213
2024
Q4 		$393K Sell
10,723
-1,158
-10% -$42.5K 0.08% 143
2024
Q3 		$428K Buy
+11,881
New +$428K 0.08% 152