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Heritage Oak Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio GAPR Stock Details GAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-378,192
Closed -$13.9M – 106
2024
Q3 		$13.9M Buy
+378,192
New +$13.6M 6.4% 3

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