Wetzel Investment Advisors’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $694K | Sell |
16,211
-1,136
| -7% | -$48.6K | 0.32% | 50 |
|
2025
Q1 | $687K | Sell |
17,347
-1,032
| -6% | -$40.9K | 0.35% | 51 |
|
2024
Q4 | $749K | Sell |
18,379
-269
| -1% | -$11K | 0.37% | 52 |
|
2024
Q3 | $745K | Sell |
18,648
-565
| -3% | -$22.6K | 0.37% | 48 |
|
2024
Q2 | $716K | Hold |
19,213
| – | – | 0.41% | 44 |
|
2024
Q1 | $716K | Buy |
19,213
+679
| +4% | +$25.3K | 0.42% | 43 |
|
2023
Q4 | $669K | Buy |
+18,534
| New | +$669K | 0.41% | 41 |
|