KCFA
Key Client Fiduciary Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF November XNOV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.85M | Sell |
80,092
-4,113
| -5% | -$146K | 1.15% | 17 |
|
2025
Q1 | $2.84M | Buy |
84,205
+3,690
| +5% | +$124K | 1.29% | 17 |
|
2024
Q4 | $2.74M | Buy |
80,515
+8,995
| +13% | +$306K | 1.21% | 15 |
|
2024
Q3 | $2.41M | Sell |
71,520
-2,455
| -3% | -$82.6K | 1.08% | 19 |
|
2024
Q2 | $2.45M | Sell |
73,975
-6,708
| -8% | -$222K | 1.22% | 14 |
|
2024
Q1 | $2.61M | Buy |
+80,683
| New | +$2.61M | 1.39% | 16 |
|