SWA
SOA Wealth Advisors’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
11,522
| – | – | 0.1% | 116 |
|
|
2025
Q1 | $484K | Hold |
11,522
| – | – | 0.1% | 114 |
|
|
2024
Q4 | $499K | Hold |
11,522
| – | – | 0.09% | 113 |
|
|
2024
Q3 | $490K | Buy |
11,522
+4,972
| +76% | +$212K | 0.09% | 115 |
|
|
2024
Q2 | $268K | Hold |
6,550
| – | – | 0.05% | 151 |
|
|
2024
Q1 | $262K | Hold |
6,550
| – | – | 0.05% | 157 |
|
|
2023
Q4 | $249K | Hold |
6,550
| – | – | 0.06% | 153 |
|
|
2023
Q3 | $231K | Hold |
6,550
| – | – | 0.06% | 151 |
|
|
2023
Q2 | $236K | Buy |
+6,550
| New | +$236K | 0.06% | 149 |
|