OWA
Outlook Wealth Advisors’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Sell |
15,379
-1,300
| -8% | -$38.4K | 0.12% | 163 |
|
|
2025
Q1 | $441K | Sell |
16,679
-15,090
| -47% | -$399K | 0.12% | 154 |
|
|
2024
Q4 | $890K | Sell |
31,769
-2,598
| -8% | -$72.8K | 0.26% | 80 |
|
|
2024
Q3 | $928K | Buy |
34,367
+19,964
| +139% | +$539K | 0.27% | 74 |
|
|
2024
Q2 | $14.1M | Sell |
14,403
-1,260
| -8% | -$1.24M | 4.41% | 3 |
|
|
2024
Q1 | $400K | Sell |
15,663
-343,365
| -96% | -$8.76M | 0.12% | 163 |
|
|
2023
Q4 | $8.65M | Sell |
359,028
-18,410
| -5% | -$443K | 3.02% | 4 |
|
|
2023
Q3 | $8.25M | Buy |
377,438
+645
| +0.2% | +$14.1K | 3.15% | 4 |
|
|
2023
Q2 | $8.38M | Buy |
+376,793
| New | +$8.38M | 3.17% | 4 |
|