SWA
SOA Wealth Advisors’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Buy |
3,958
+207
| +6% | +$8.35K | 0.03% | 222 |
|
|
2025
Q1 | $142K | Buy |
3,751
+3,572
| +1,996% | +$136K | 0.03% | 221 |
|
|
2024
Q4 | $7K | Hold |
179
| – | – | ﹤0.01% | 587 |
|
|
2024
Q3 | $6.83K | Hold |
179
| – | – | ﹤0.01% | 577 |
|
|
2024
Q2 | $6.65K | Hold |
179
| – | – | ﹤0.01% | 577 |
|
|
2024
Q1 | $6.45K | Hold |
179
| – | – | ﹤0.01% | 589 |
|
|
2023
Q4 | $6.19K | Hold |
179
| – | – | ﹤0.01% | 580 |
|
|
2023
Q3 | $5.8K | Hold |
179
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $5.85K | Hold |
179
| – | – | ﹤0.01% | 602 |
|
|
2023
Q1 | $5.57K | Buy |
+179
| New | +$5.57K | ﹤0.01% | 607 |
|