MWA
MN Wealth Advisors’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
7,650
| – | – | 0.14% | 100 |
|
|
2025
Q1 | $240K | Buy |
7,650
+950
| +14% | +$29.8K | 0.14% | 97 |
|
|
2024
Q4 | $207K | Hold |
6,700
| – | – | 0.12% | 94 |
|
|
2024
Q3 | $204K | Sell |
6,700
-800
| -11% | -$24.4K | 0.12% | 94 |
|
|
2024
Q2 | $223K | Buy |
+7,500
| New | +$223K | 0.13% | 95 |
|