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

CreativeOne Wealth’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	$295K	Sell
2025 Q1	$442K	Buy
2024 Q4	$427K	Buy
2024 Q3	$347K	Buy
2024 Q2	–	Sell
2024 Q1	$326K	Buy