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Accel Wealth Management’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Accel Wealth Management’s Portfolio GSEP Stock Details GSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,500
Closed -$321K – 263
2024
Q2 		$321K Hold
9,500
– – 0.13% 165
2024
Q1 		$314K Sell
9,500
-300
-3% -$9.69K 0.13% 153
2023
Q4 		$310K Buy
+9,800
New +$298K 0.16% 138

Other funds holding GSEP

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Accel Wealth Management's GSEP Position: Q3 2024 in Review

Accel Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q3 2024, closing a stake of 9,500 shares — an estimated $321K sold.

Accel Wealth Management first reported a position in GSEP in Q4 2023 and held it in 3 quarters. The position peaked at $321K in Q2 2024. 62 funds tracked by Wall St. Rank hold GSEP as of Q3 2024.

  • Accel Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q3 2024 after selling out during the quarter.
  • Accel Wealth Management sold 9,500 FT Vest US Equity Moderate Buffer ETF September shares in Q3 2024, an estimated $321K.
  • Accel Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2023 and held it in 3 quarters.
  • Accel Wealth Management's FT Vest US Equity Moderate Buffer ETF September position peaked at $321K in Q2 2024.
  • 62 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q3 2024.

Based on Accel Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.