SWA
SOA Wealth Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
9,241
-29
| -0.3% | -$1.3K | 0.08% | 132 |
|
|
2025
Q1 | $391K | Buy |
9,270
+145
| +2% | +$6.12K | 0.08% | 127 |
|
|
2024
Q4 | $395K | Hold |
9,125
| – | – | 0.07% | 131 |
|
|
2024
Q3 | $386K | Hold |
9,125
| – | – | 0.07% | 128 |
|
|
2024
Q2 | $370K | Buy |
9,125
+7,266
| +391% | +$295K | 0.07% | 126 |
|
|
2024
Q1 | $72.9K | Buy |
1,859
+1,651
| +794% | +$64.8K | 0.02% | 268 |
|
|
2023
Q4 | $7.85K | Hold |
208
| – | – | ﹤0.01% | 555 |
|
|
2023
Q3 | $7.32K | Hold |
208
| – | – | ﹤0.01% | 566 |
|
|
2023
Q2 | $7.41K | Hold |
208
| – | – | ﹤0.01% | 569 |
|
|
2023
Q1 | $6.99K | Buy |
+208
| New | +$6.99K | ﹤0.01% | 576 |
|