SOA Wealth Advisors’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5K | Hold |
1,731
| – | – | 0.01% | 399 |
|
|
2025
Q1 | $39K | Hold |
1,731
| – | – | 0.01% | 379 |
|
|
2024
Q4 | $40.8K | Hold |
1,731
| – | – | 0.01% | 356 |
|
|
2024
Q3 | $40.4K | Buy |
1,731
+703
| +68% | +$16.4K | 0.01% | 351 |
|
|
2024
Q2 | $22.4K | Hold |
1,028
| – | – | ﹤0.01% | 426 |
|
|
2024
Q1 | $22.5K | Hold |
1,028
| – | – | ﹤0.01% | 426 |
|
|
2023
Q4 | $21.8K | Buy |
+1,028
| New | +$21.8K | ﹤0.01% | 416 |
|