SW
Schulz Wealth’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
101,020
-840
| -0.8% | -$30.8K | 2.77% | 11 |
|
|
2025
Q1 | $3.52M | Hold |
101,860
| – | – | 2.68% | 12 |
|
|
2024
Q4 | $3.57M | Hold |
101,860
| – | – | 2.74% | 11 |
|
|
2024
Q3 | $3.52M | Buy |
101,860
+43,716
| +75% | +$1.51M | 2.72% | 12 |
|
|
2024
Q2 | $1.97M | Hold |
58,144
| – | – | 1.66% | 13 |
|
|
2024
Q1 | $1.92M | Hold |
58,144
| – | – | 1.64% | 13 |
|
|
2023
Q4 | $1.84M | Buy |
+58,144
| New | +$1.84M | 1.76% | 12 |
|