SWA
DSEP icon

SOA Wealth Advisors’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

SOA Wealth Advisors’s Portfolio DSEP Stock Details DSEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$106K Hold
2,510
– – 0.02% 273
2025
Q1 		$99.6K Hold
2,510
– – 0.02% 260
2024
Q4 		$102K Buy
+2,510
New +$102K 0.02% 252