Octavia Wealth Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$897K Hold
2025
Q1
$861K Hold
2024
Q4
$848K Sell
2024
Q3
$863K Sell
2024
Q2
$899K Hold
2024
Q1
$874K Sell
2023
Q4
$888K Sell
2023
Q3
$899K Buy
2023
Q2
$892K Sell
2023
Q1
$901K Buy