SWA
SOA Wealth Advisors’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
5,362
| – | – | 0.04% | 185 |
|
|
2025
Q1 | $212K | Hold |
5,362
| – | – | 0.04% | 181 |
|
|
2024
Q4 | $218K | Hold |
5,362
| – | – | 0.04% | 174 |
|
|
2024
Q3 | $214K | Hold |
5,362
| – | – | 0.04% | 179 |
|
|
2024
Q2 | $206K | Buy |
5,362
+1,821
| +51% | +$70.1K | 0.04% | 179 |
|
|
2024
Q1 | $132K | Hold |
3,541
| – | – | 0.03% | 220 |
|
|
2023
Q4 | $128K | Hold |
3,541
| – | – | 0.03% | 214 |
|
|
2023
Q3 | $120K | Hold |
3,541
| – | – | 0.03% | 208 |
|
|
2023
Q2 | $121K | Buy |
+3,541
| New | +$121K | 0.03% | 215 |
|