BWP
SDVD icon

Balboa Wealth Partners’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Balboa Wealth Partners’s Portfolio SDVD Stock Details SDVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$380K Buy
18,504
+8,054
+77% +$165K 0.08% 201
2025
Q1 		$209K Buy
+10,450
New +$209K 0.05% 260