Foundations Investment Advisors’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.59M | Buy |
+43,485
| New | +$1.59M | 0.03% | 340 |
|
2025
Q1 | – | Sell |
-6,583
| Closed | -$230K | – | 884 |
|
2024
Q4 | $230K | Buy |
6,583
+347
| +6% | +$12.1K | ﹤0.01% | 753 |
|
2024
Q3 | $216K | Hold |
6,236
| – | – | ﹤0.01% | 750 |
|
2024
Q2 | $213K | Hold |
6,236
| – | – | 0.01% | 708 |
|
2024
Q1 | $208K | Sell |
6,236
-2,687
| -30% | -$89.8K | 0.01% | 671 |
|
2023
Q4 | $292K | Buy |
+8,923
| New | +$292K | 0.01% | 555 |
|