SVWAG
Sound View Wealth Advisors Group’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Buy |
851,230
+28,388
| +3% | +$903K | 2% | 8 |
|
|
2025
Q1 | $24.4M | Buy |
822,842
+25,530
| +3% | +$758K | 2% | 7 |
|
|
2024
Q4 | $24.3M | Buy |
797,312
+25,079
| +3% | +$764K | 1.96% | 7 |
|
|
2024
Q3 | $23.1M | Buy |
772,233
+179,410
| +30% | +$5.36M | 1.88% | 9 |
|
|
2024
Q2 | $17.1M | Buy |
592,823
+80,201
| +16% | +$2.32M | 1.77% | 10 |
|
|
2024
Q1 | $14.3M | Buy |
512,622
+446,613
| +677% | +$12.5M | 1.53% | 13 |
|
|
2023
Q4 | $1.75M | Buy |
+66,009
| New | +$1.75M | 0.19% | 115 |
|
|
2023
Q1 | – | Sell |
-66,009
| Closed | -$1.75M | – | 371 |
|
|
2022
Q4 | $1.75M | Buy |
+66,009
| New | +$1.75M | 0.19% | 115 |
|