AWM
Axxcess Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
702,397
+29,581
| +4% | +$786K | 0.44% | 43 |
|
|
2025
Q1 | $16.8M | Sell |
672,816
-15,688
| -2% | -$391K | 0.45% | 50 |
|
|
2024
Q4 | $17.6M | Buy |
688,504
+25,280
| +4% | +$645K | 0.42% | 48 |
|
|
2024
Q3 | $16.6M | Sell |
663,224
-302,143
| -31% | -$7.57M | 0.41% | 51 |
|
|
2024
Q2 | $23.5M | Buy |
965,367
+111,136
| +13% | +$2.7M | 0.62% | 32 |
|
|
2024
Q1 | $20.2M | Buy |
854,231
+170,511
| +25% | +$4.02M | 0.55% | 32 |
|
|
2023
Q4 | $15.5M | Buy |
683,720
+106,873
| +19% | +$2.43M | 0.45% | 42 |
|
|
2023
Q3 | $12.3M | Buy |
+576,847
| New | +$12.3M | 0.42% | 52 |
|