SWA
SOA Wealth Advisors’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
8,353
| – | – | 0.05% | 178 |
|
|
2025
Q1 | $218K | Hold |
8,353
| – | – | 0.05% | 178 |
|
|
2024
Q4 | $230K | Hold |
8,353
| – | – | 0.04% | 169 |
|
|
2024
Q3 | $223K | Hold |
8,353
| – | – | 0.04% | 174 |
|
|
2024
Q2 | $218K | Hold |
8,353
| – | – | 0.04% | 172 |
|
|
2024
Q1 | $208K | Hold |
8,353
| – | – | 0.04% | 179 |
|
|
2023
Q4 | $198K | Hold |
8,353
| – | – | 0.04% | 175 |
|
|
2023
Q3 | $189K | Hold |
8,353
| – | – | 0.05% | 169 |
|
|
2023
Q2 | $187K | Hold |
8,353
| – | – | 0.04% | 168 |
|
|
2023
Q1 | $173K | Hold |
8,353
| – | – | 0.04% | 168 |
|
|
2022
Q4 | $153K | Hold |
8,353
| – | – | 0.04% | 180 |
|
|
2022
Q3 | $151K | Hold |
8,353
| – | – | 0.05% | 165 |
|
|
2022
Q2 | $156K | Hold |
8,353
| – | – | 0.05% | 164 |
|
|
2022
Q1 | $186K | Hold |
8,353
| – | – | 0.05% | 169 |
|
|
2021
Q4 | $197K | Buy |
+8,353
| New | +$197K | 0.05% | 155 |
|