Spire Wealth Management’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $684K | Sell |
16,136
-134
| -0.8% | -$5.68K | 0.02% | 444 |
|
2025
Q1 | $646K | Sell |
16,270
-3,418
| -17% | -$136K | 0.02% | 505 |
|
2024
Q4 | $798K | Buy |
19,688
+14,636
| +290% | +$594K | 0.02% | 442 |
|
2024
Q3 | $202K | Buy |
5,052
+1
| +0% | +$40 | 0.01% | 725 |
|
2024
Q2 | $198K | Sell |
5,051
-7,018
| -58% | -$275K | 0.01% | 721 |
|
2024
Q1 | $461K | Sell |
12,069
-1
| -0% | -$38 | 0.01% | 541 |
|
2023
Q4 | $444K | Buy |
+12,070
| New | +$444K | 0.01% | 541 |
|