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

Core Wealth Partners’s Portfolio SDVD Stock Details SDVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$526K Buy
2025
Q1 		$384K Buy