SWA
SOA Wealth Advisors’s FT Vest US Small Cap Moderate Buffer ETF November SNOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
12,984
+90
| +0.7% | +$2.08K | 0.06% | 163 |
|
|
2025
Q1 | $284K | Buy |
12,894
+8,324
| +182% | +$184K | 0.06% | 158 |
|
|
2024
Q4 | $106K | Buy |
4,570
+3,082
| +207% | +$71.2K | 0.02% | 245 |
|
|
2024
Q3 | $34K | Hold |
1,488
| – | – | 0.01% | 372 |
|
|
2024
Q2 | $32.5K | Hold |
1,488
| – | – | 0.01% | 366 |
|
|
2024
Q1 | $32.4K | Buy |
+1,488
| New | +$32.4K | 0.01% | 364 |
|