Summit Wealth Partners’s FT Vest US Equity Buffer ETF August FAUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $354K | Hold |
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|
2025
Q2 | $334K | Hold |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $317K | Hold |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $292K | Hold |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $296K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $273K | Hold |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $307K | Buy |
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