SWA
SOA Wealth Advisors’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Buy |
41,975
+28,891
| +221% | +$617K | 0.17% | 84 |
|
|
2025
Q1 | $267K | Buy |
13,084
+2,278
| +21% | +$46.4K | 0.06% | 162 |
|
|
2024
Q4 | $232K | Hold |
10,806
| – | – | 0.04% | 168 |
|
|
2024
Q3 | $230K | Hold |
10,806
| – | – | 0.04% | 168 |
|
|
2024
Q2 | $217K | Buy |
+10,806
| New | +$217K | 0.04% | 174 |
|