BWA
BlueChip Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
34,444
-1,751
| -5% | -$65.8K | 0.58% | 39 |
|
|
2025
Q1 | $1.27M | Hold |
36,195
| – | – | 0.63% | 38 |
|
|
2024
Q4 | $1.3M | Hold |
36,195
| – | – | 0.72% | 33 |
|
|
2024
Q3 | $1.28M | Buy |
36,195
+14,845
| +70% | +$526K | 0.67% | 33 |
|
|
2024
Q2 | $728K | Buy |
+21,350
| New | +$728K | 0.43% | 55 |
|