SW
Simplicity Wealth’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Buy |
202,770
+85,708
| +73% | +$2.28M | 0.22% | 103 |
|
|
2025
Q1 | $2.92M | Buy |
+117,062
| New | +$2.92M | 0.23% | 107 |
|
|
2024
Q4 | – | Sell |
-122,277
| Closed | -$3.06M | – | 357 |
|
|
2024
Q3 | $3.06M | Buy |
122,277
+16,207
| +15% | +$406K | 0.28% | 81 |
|
|
2024
Q2 | $2.58M | Buy |
106,070
+85,527
| +416% | +$2.08M | 0.06% | 309 |
|
|
2024
Q1 | $485K | Buy |
+20,543
| New | +$485K | 0.01% | 750 |
|