PGWM
Pitti Group Wealth Management’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.66M | Buy |
140,450
+2,689
| +2% | +$89.3K | 4.02% | 4 |
|
2025
Q1 | $4.11M | Buy |
137,761
+3,698
| +3% | +$110K | 4.22% | 5 |
|
2024
Q4 | $4.21M | Buy |
+134,063
| New | +$4.21M | 4.27% | 5 |
|
2024
Q2 | – | Sell |
-135,806
| Closed | -$3.86M | – | 61 |
|
2024
Q1 | $3.86M | Buy |
+135,806
| New | +$3.86M | 4.31% | 6 |
|