Zimmermann Investment Management & Planning’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,799	Closed	-$231K	–	40
2024 Q3	$231K	Buy	+4,799	New	+$231K	0.07%	135
2023 Q2	–	Sell	-7,773	Closed	-$281K	–	111
2023 Q1	$281K	Hold	7,773	–	–	0.15%	95
2022 Q4	$267K	Hold	7,773	–	–	0.15%	78
2022 Q3	$252K	Buy	+7,773	New	+$252K	0.16%	78