SOA Wealth Advisors’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
5,364
| – | – | 0.04% | 189 |
|
|
2025
Q1 | $206K | Hold |
5,364
| – | – | 0.04% | 184 |
|
|
2024
Q4 | $211K | Buy |
5,364
+76
| +1% | +$2.99K | 0.04% | 177 |
|
|
2024
Q3 | $206K | Hold |
5,288
| – | – | 0.04% | 184 |
|
|
2024
Q2 | $203K | Hold |
5,288
| – | – | 0.04% | 182 |
|
|
2024
Q1 | $199K | Hold |
5,288
| – | – | 0.04% | 185 |
|
|
2023
Q4 | $192K | Hold |
5,288
| – | – | 0.04% | 180 |
|
|
2023
Q3 | $183K | Hold |
5,288
| – | – | 0.05% | 171 |
|
|
2023
Q2 | $185K | Hold |
5,288
| – | – | 0.04% | 170 |
|
|
2023
Q1 | $174K | Hold |
5,288
| – | – | 0.04% | 166 |
|
|
2022
Q4 | $166K | Buy |
+5,288
| New | +$166K | 0.04% | 167 |
|