SOA Wealth Advisors’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Hold |
|
|||||
|
2025
Q1 | $432K | Buy |
|
|||||
|
2024
Q4 | $443K | Buy |
|
|||||
|
2024
Q3 | $344K | Buy |
|
|||||
|
2024
Q2 | $313K | Sell |
|
|||||
|
2024
Q1 | $314K | Hold |
|
|||||
|
2023
Q4 | $297K | Hold |
|
|||||
|
2023
Q3 | $274K | Buy |
|
|||||
|
2023
Q2 | $188K | Hold |
|
|||||
|
2023
Q1 | $175K | Sell |
|
|||||
|
2022
Q4 | $178K | Buy |
|