WP
FJUL icon

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

WealthPLAN Partners’s Portfolio FJUL Stock Details FJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,403
Closed -$93.7K – 577
2023
Q2 		$93.7K Sell
2,403
-812
-25% -$30K 0.01% 410
2023
Q1 		$116K Buy
+3,215
New +$114K 0.01% 390

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