SWA
SOA Wealth Advisors’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
52,608
+38,734
| +279% | +$988K | 0.25% | 65 |
|
|
2025
Q1 | $333K | Buy |
13,874
+482
| +4% | +$11.6K | 0.07% | 141 |
|
|
2024
Q4 | $305K | Hold |
13,392
| – | – | 0.06% | 148 |
|
|
2024
Q3 | $325K | Sell |
13,392
-427
| -3% | -$10.4K | 0.06% | 138 |
|
|
2024
Q2 | $320K | Buy |
13,819
+13,041
| +1,676% | +$302K | 0.06% | 135 |
|
|
2024
Q1 | $18K | Buy |
+778
| New | +$18K | ﹤0.01% | 456 |
|