EWM
Echo Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
6,051
| – | – | 0.15% | 43 |
|
|
2025
Q1 | $234K | Sell |
6,051
-26
| -0.4% | -$1.01K | 0.16% | 46 |
|
|
2024
Q4 | $236K | Hold |
6,077
| – | – | 0.16% | 44 |
|
|
2024
Q3 | $233K | Sell |
6,077
-194
| -3% | -$7.44K | 0.16% | 44 |
|
|
2024
Q2 | $237K | Sell |
6,271
-13
| -0.2% | -$490 | 0.18% | 42 |
|
|
2024
Q1 | $233K | Sell |
6,284
-7,405
| -54% | -$274K | 0.19% | 42 |
|
|
2023
Q4 | $491K | Sell |
13,689
-297
| -2% | -$10.7K | 0.46% | 28 |
|
|
2023
Q3 | $474K | Sell |
13,986
-528
| -4% | -$17.9K | 0.51% | 27 |
|
|
2023
Q2 | $494K | Buy |
14,514
+556
| +4% | +$18.9K | 0.53% | 27 |
|
|
2023
Q1 | $453K | Sell |
13,958
-322
| -2% | -$10.4K | 0.5% | 29 |
|
|
2022
Q4 | $452K | Sell |
14,280
-6,699
| -32% | -$212K | 0.48% | 32 |
|
|
2022
Q3 | $631K | Buy |
+20,979
| New | +$631K | 0.83% | 26 |
|