OBWG
Onyx Bridge Wealth Group’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $774K | Sell |
30,322
-1,165
| -4% | -$29.8K | 0.1% | 138 |
|
2025
Q1 | $749K | Buy |
31,487
+667
| +2% | +$15.9K | 0.11% | 125 |
|
2024
Q4 | $755K | Buy |
30,820
+2,810
| +10% | +$68.8K | 0.11% | 121 |
|
2024
Q3 | $675K | Hold |
28,010
| – | – | 0.1% | 134 |
|
2024
Q2 | $650K | Hold |
28,010
| – | – | 0.11% | 126 |
|
2024
Q1 | $622K | Sell |
28,010
-1,985
| -7% | -$44.1K | 0.11% | 128 |
|
2023
Q4 | $638K | Sell |
29,995
-5,625
| -16% | -$120K | 0.13% | 111 |
|
2023
Q3 | $701K | Sell |
35,620
-1,545
| -4% | -$30.4K | 0.16% | 98 |
|
2023
Q2 | $750K | Buy |
+37,165
| New | +$750K | 0.18% | 99 |
|
2022
Q3 | – | Sell |
-10,227
| Closed | -$187K | – | 179 |
|
2022
Q2 | $187K | Buy |
+10,227
| New | +$187K | 0.08% | 143 |
|