SWA
SOA Wealth Advisors’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
34,468
+28,887
| +518% | +$1.22M | 0.27% | 62 |
|
|
2025
Q1 | $228K | Buy |
5,581
+1,151
| +26% | +$47.1K | 0.05% | 171 |
|
|
2024
Q4 | $183K | Hold |
4,430
| – | – | 0.03% | 189 |
|
|
2024
Q3 | $179K | Hold |
4,430
| – | – | 0.03% | 194 |
|
|
2024
Q2 | $173K | Buy |
4,430
+1,233
| +39% | +$48.1K | 0.03% | 195 |
|
|
2024
Q1 | $116K | Hold |
3,197
| – | – | 0.02% | 232 |
|
|
2023
Q4 | $112K | Hold |
3,197
| – | – | 0.02% | 222 |
|
|
2023
Q3 | $103K | Hold |
3,197
| – | – | 0.03% | 223 |
|
|
2023
Q2 | $105K | Buy |
+3,197
| New | +$105K | 0.02% | 228 |
|