SAG
SageView Advisory Group’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
7,270
| – | – | 0.01% | 561 |
|
|
2025
Q1 | $228K | Hold |
7,270
| – | – | 0.01% | 546 |
|
|
2024
Q4 | $224K | Buy |
+7,270
| New | +$224K | 0.01% | 539 |
|
|
2024
Q3 | – | Sell |
-8,952
| Closed | -$268K | – | 590 |
|
|
2024
Q2 | $268K | Buy |
+8,952
| New | +$268K | 0.01% | 461 |
|