LWMI
SQMX

Legacy Wealth Management (Idaho)’s FT Vest U.S. Equity Quarterly Max Buffer ETF SQMX Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SQMX Stock Details SQMX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$168K Sell
5,269
-8,533
-62% -$272K 0.09% 78
2025
Q1 		$423K Buy
13,802
+6,235
+82% +$191K 0.3% 47
2024
Q4 		$236K Buy
+7,567
New +$236K 0.15% 66