Iams Wealth Management’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,596
Closed -$308K 163
2023
Q1
$298K Hold
8,596
0.25% 87
2022
Q4
$284K Buy
+8,596
New +$282K 0.29% 85

Other funds holding FOCT

Iams Wealth Management's FOCT Position: Q2 2023 in Review

Iams Wealth Management sold out of FT Vest US Equity Buffer ETF October (FOCT) in Q2 2023, closing a stake of 8,596 shares — an estimated $308K sold.

Iams Wealth Management first reported a position in FOCT in Q4 2022 and held it in 2 quarters. The position peaked at $298K in Q1 2023. 82 funds tracked by Wall St. Rank hold FOCT as of Q2 2023.

  • Iams Wealth Management reported no remaining FT Vest US Equity Buffer ETF October position as of Q2 2023 after selling out during the quarter.
  • Iams Wealth Management sold 8,596 FT Vest US Equity Buffer ETF October shares in Q2 2023, an estimated $308K.
  • Iams Wealth Management first reported a position in FT Vest US Equity Buffer ETF October in Q4 2022 and held it in 2 quarters.
  • Iams Wealth Management's FT Vest US Equity Buffer ETF October position peaked at $298K in Q1 2023.
  • 82 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF October as of Q2 2023.

Based on Iams Wealth Management's 13F filing for Q2 2023, filed 30 Oct 2023.