SFWA
Summit Financial Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,151
| Closed | -$308K | – | 153 |
|
|
2024
Q4 | $308K | Sell |
8,151
-736,236
| -99% | -$27.8M | 0.06% | 116 |
|
|
2024
Q3 | $27.2M | Sell |
744,387
-752,678
| -50% | -$27.5M | 5.1% | 4 |
|
|
2024
Q2 | $53M | Sell |
1,497,065
-15,982
| -1% | -$566K | 10.75% | 1 |
|
|
2024
Q1 | $52.1M | Buy |
+1,513,047
| New | +$52.1M | 10.56% | 1 |
|