FIA
Foundations Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $301K | Hold |
8,433
| – | – | ﹤0.01% | 740 |
|
2025
Q1 | $288K | Hold |
8,433
| – | – | 0.01% | 721 |
|
2024
Q4 | $288K | Sell |
8,433
-294
| -3% | -$10.1K | 0.01% | 667 |
|
2024
Q3 | $294K | Hold |
8,727
| – | – | 0.01% | 635 |
|
2024
Q2 | $287K | Hold |
8,727
| – | – | 0.01% | 618 |
|
2024
Q1 | $282K | Hold |
8,727
| – | – | 0.01% | 595 |
|
2023
Q4 | $277K | Buy |
+8,727
| New | +$277K | 0.01% | 570 |
|