OWA
Octavia Wealth Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Hold |
23,422
| – | – | 0.1% | 82 |
|
|
2025
Q1 | $861K | Hold |
23,422
| – | – | 0.1% | 82 |
|
|
2024
Q4 | $848K | Sell |
23,422
-903
| -4% | -$32.7K | 0.1% | 80 |
|
|
2024
Q3 | $863K | Sell |
24,325
-1,677
| -6% | -$59.5K | 0.11% | 80 |
|
|
2024
Q2 | $899K | Hold |
26,002
| – | – | 0.12% | 81 |
|
|
2024
Q1 | $874K | Sell |
26,002
-1,007
| -4% | -$33.9K | 0.13% | 81 |
|
|
2023
Q4 | $888K | Sell |
27,009
-1,400
| -5% | -$46K | 0.16% | 77 |
|
|
2023
Q3 | $899K | Buy |
28,409
+57
| +0.2% | +$1.8K | 0.18% | 69 |
|
|
2023
Q2 | $892K | Sell |
28,352
-1,341
| -5% | -$42.2K | 0.18% | 68 |
|
|
2023
Q1 | $901K | Buy |
+29,693
| New | +$901K | 0.2% | 64 |
|