SWA
SOA Wealth Advisors’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Buy |
36,004
+18,000
| +100% | +$441K | 0.17% | 86 |
|
|
2025
Q1 | $408K | Buy |
18,004
+1,557
| +9% | +$35.3K | 0.09% | 123 |
|
|
2024
Q4 | $355K | Hold |
16,447
| – | – | 0.07% | 138 |
|
|
2024
Q3 | $376K | Buy |
16,447
+11,205
| +214% | +$256K | 0.07% | 131 |
|
|
2024
Q2 | $115K | Buy |
5,242
+674
| +15% | +$14.7K | 0.02% | 231 |
|
|
2024
Q1 | $101K | Hold |
4,568
| – | – | 0.02% | 242 |
|
|
2023
Q4 | $97K | Hold |
4,568
| – | – | 0.02% | 237 |
|
|
2023
Q3 | $90.3K | Hold |
4,568
| – | – | 0.02% | 238 |
|
|
2023
Q2 | $93.6K | Buy |
+4,568
| New | +$93.6K | 0.02% | 242 |
|