SOA Wealth Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.2K | Hold |
1,423
| – | – | 0.01% | 329 |
|
|
2025
Q1 | $58.2K | Hold |
1,423
| – | – | 0.01% | 324 |
|
|
2024
Q4 | $59.7K | Hold |
1,423
| – | – | 0.01% | 310 |
|
|
2024
Q3 | $58.9K | Buy |
1,423
+1,108
| +352% | +$45.9K | 0.01% | 301 |
|
|
2024
Q2 | $12.5K | Hold |
315
| – | – | ﹤0.01% | 506 |
|
|
2024
Q1 | $12.2K | Hold |
315
| – | – | ﹤0.01% | 511 |
|
|
2023
Q4 | $11.5K | Hold |
315
| – | – | ﹤0.01% | 508 |
|
|
2023
Q3 | $10.7K | Hold |
315
| – | – | ﹤0.01% | 515 |
|
|
2023
Q2 | $10.9K | Hold |
315
| – | – | ﹤0.01% | 522 |
|
|
2023
Q1 | $10.2K | Hold |
315
| – | – | ﹤0.01% | 520 |
|
|
2022
Q4 | $9.74K | Hold |
315
| – | – | ﹤0.01% | 522 |
|
|
2022
Q3 | $9K | Buy |
+315
| New | +$9K | ﹤0.01% | 522 |
|