Panoramic Investment Advisors’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,865
Closed -$316K 115
2023
Q4
$316K Sell
7,865
-1,220
-13% -$49.1K 0.27% 74
2023
Q3
$337K Buy
+9,085
New +$337K 0.31% 67
2022
Q4
$339K Buy
+10,115
New +$339K 0.35% 65