WMG Financial Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Hold |
5,641
| – | – | 0.09% | 157 |
|
|
2025
Q1 | $231K | Hold |
5,641
| – | – | 0.1% | 149 |
|
|
2024
Q4 | $237K | Hold |
5,641
| – | – | 0.1% | 142 |
|
|
2024
Q3 | $234K | Buy |
+5,641
| New | +$234K | 0.11% | 146 |
|
|
2023
Q3 | – | Sell |
-7,474
| Closed | -$259K | – | 109 |
|
|
2023
Q2 | $259K | Hold |
7,474
| – | – | 0.19% | 88 |
|
|
2023
Q1 | $242K | Sell |
7,474
-850
| -10% | -$27.5K | 0.2% | 92 |
|
|
2022
Q4 | $257K | Hold |
8,324
| – | – | 0.22% | 97 |
|
|
2022
Q3 | $247K | Hold |
8,324
| – | – | 0.22% | 98 |
|
|
2022
Q2 | $255K | Hold |
8,324
| – | – | 0.22% | 103 |
|
|
2022
Q1 | $278K | Hold |
8,324
| – | – | 0.2% | 120 |
|
|
2021
Q4 | $280K | Buy |
+8,324
| New | +$280K | 0.22% | 123 |
|