EWM
EPG Wealth Management’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,200
| Closed | -$632K | – | 358 |
|
|
2025
Q1 | $632K | Buy |
17,200
+500
| +3% | +$18.4K | 0.18% | 143 |
|
|
2024
Q4 | $624K | Sell |
16,700
-3,570
| -18% | -$133K | 0.16% | 142 |
|
|
2024
Q3 | $740K | Buy |
+20,270
| New | +$740K | 0.19% | 133 |
|
|
2024
Q2 | – | Sell |
-23,470
| Closed | -$808K | – | 132 |
|
|
2024
Q1 | $808K | Buy |
+23,470
| New | +$808K | 0.2% | 132 |
|