EWM
Echo 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 | $1.45M | Buy |
54,585
+5,048
| +10% | +$134K | 0.89% | 22 |
|
|
2025
Q1 | $1.24M | Buy |
49,537
+29,948
| +153% | +$747K | 0.84% | 23 |
|
|
2024
Q4 | $500K | Buy |
19,589
+6,859
| +54% | +$175K | 0.35% | 31 |
|
|
2024
Q3 | $320K | Buy |
12,730
+4
| +0% | +$100 | 0.22% | 34 |
|
|
2024
Q2 | $309K | Buy |
12,726
+457
| +4% | +$11.1K | 0.23% | 34 |
|
|
2024
Q1 | $289K | Buy |
12,269
+427
| +4% | +$10.1K | 0.24% | 36 |
|
|
2023
Q4 | $269K | Buy |
11,842
+1,042
| +10% | +$23.7K | 0.25% | 35 |
|
|
2023
Q3 | $230K | Sell |
10,800
-685
| -6% | -$14.6K | 0.25% | 36 |
|
|
2023
Q2 | $250K | Buy |
11,485
+234
| +2% | +$5.09K | 0.27% | 35 |
|
|
2023
Q1 | $230K | Sell |
11,251
-16,138
| -59% | -$330K | 0.25% | 36 |
|
|
2022
Q4 | $548K | Buy |
27,389
+9,259
| +51% | +$185K | 0.58% | 27 |
|
|
2022
Q3 | $354K | Buy |
+18,130
| New | +$354K | 0.47% | 29 |
|