SWA
SOA Wealth Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
20,165
+6,009
| +42% | +$323K | 0.2% | 74 |
|
|
2025
Q1 | $706K | Sell |
14,156
-338
| -2% | -$16.9K | 0.15% | 86 |
|
|
2024
Q4 | $745K | Sell |
14,494
-387
| -3% | -$19.9K | 0.14% | 90 |
|
|
2024
Q3 | $752K | Buy |
14,881
+761
| +5% | +$38.4K | 0.14% | 86 |
|
|
2024
Q2 | $683K | Buy |
14,120
+1,465
| +12% | +$70.9K | 0.14% | 90 |
|
|
2024
Q1 | $595K | Sell |
12,655
-16
| -0.1% | -$752 | 0.12% | 90 |
|
|
2023
Q4 | $559K | Sell |
12,671
-297
| -2% | -$13.1K | 0.12% | 88 |
|
|
2023
Q3 | $526K | Buy |
12,968
+908
| +8% | +$36.8K | 0.13% | 87 |
|
|
2023
Q2 | $500K | Buy |
+12,060
| New | +$500K | 0.12% | 98 |
|