EWM
EPG 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 | – | Sell |
-10,000
| Closed | -$250K | – | 324 |
|
|
2025
Q1 | $250K | Hold |
10,000
| – | – | 0.07% | 209 |
|
|
2024
Q4 | $255K | Hold |
10,000
| – | – | 0.07% | 210 |
|
|
2024
Q3 | $250K | Buy |
+10,000
| New | +$250K | 0.06% | 219 |
|
|
2024
Q2 | – | Sell |
-10,000
| Closed | -$236K | – | 234 |
|
|
2024
Q1 | $236K | Hold |
10,000
| – | – | 0.06% | 240 |
|
|
2023
Q4 | $231K | Hold |
10,000
| – | – | 0.06% | 226 |
|
|
2023
Q3 | $213K | Hold |
10,000
| – | – | 0.06% | 232 |
|
|
2023
Q2 | $215K | Sell |
10,000
-1,248
| -11% | -$26.9K | 0.06% | 223 |
|
|
2023
Q1 | $230K | Buy |
11,248
+1,248
| +12% | +$25.5K | 0.07% | 215 |
|
|
2022
Q4 | $197K | Hold |
10,000
| – | – | 0.07% | 212 |
|
|
2022
Q3 | $191K | Hold |
10,000
| – | – | 0.08% | 204 |
|
|
2022
Q2 | $195K | Hold |
10,000
| – | – | 0.08% | 211 |
|
|
2022
Q1 | $212K | Hold |
10,000
| – | – | 0.07% | 226 |
|
|
2021
Q4 | $213K | Hold |
10,000
| – | – | 0.07% | 221 |
|
|
2021
Q3 | $208K | Hold |
10,000
| – | – | 0.08% | 205 |
|
|
2021
Q2 | $208K | Buy |
+10,000
| New | +$208K | 0.09% | 200 |
|