OWA
Outlook Wealth Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
9,831
| – | – | 0.1% | 190 |
|
|
2025
Q1 | $362K | Hold |
9,831
| – | – | 0.1% | 195 |
|
|
2024
Q4 | $367K | Hold |
9,831
| – | – | 0.11% | 196 |
|
|
2024
Q3 | $362K | Hold |
9,831
| – | – | 0.1% | 189 |
|
|
2024
Q2 | $5.31M | Hold |
9,831
| – | – | 1.66% | 11 |
|
|
2024
Q1 | $347K | Sell |
9,831
-8,257
| -46% | -$291K | 0.11% | 186 |
|
|
2023
Q4 | $616K | Buy |
18,088
+6,643
| +58% | +$226K | 0.22% | 101 |
|
|
2023
Q3 | $376K | Hold |
11,445
| – | – | 0.14% | 145 |
|
|
2023
Q2 | $373K | Hold |
11,445
| – | – | 0.14% | 145 |
|
|
2023
Q1 | $357K | Buy |
+11,445
| New | +$357K | 0.16% | 138 |
|