Avantax Advisory Services’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

Avantax Advisory Services’s Portfolio GAPR Stock Details GAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,992	Closed	-$249K	–	2158
2024 Q2	$249K	Buy	6,992 +400	+6%	+$13.9K	﹤0.01%	1814
2024 Q1	$222K	Sell	6,592 -2	-0%	-$67	﹤0.01%	1487
2023 Q4	$216K	Hold	6,594	–	–	﹤0.01%	1439
2023 Q3	$202K	Hold	6,594	–	–	﹤0.01%	1431
2023 Q2	$205K	Buy	+6,594	New	+$199K	﹤0.01%	1392

Other funds holding GAPR

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $315M AUM 38.29% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's GAPR Position: Q3 2024 in Review

Avantax Advisory Services sold out of FT Vest US Equity Moderate Buffer ETF April (GAPR) in Q3 2024, closing a stake of 6,992 shares — an estimated $249K sold.

Avantax Advisory Services first reported a position in GAPR in Q2 2023 and held it in 5 quarters. The position peaked at $249K in Q2 2024. 72 funds tracked by Wall St. Rank hold GAPR as of Q3 2024.

Avantax Advisory Services reported no remaining FT Vest US Equity Moderate Buffer ETF April position as of Q3 2024 after selling out during the quarter.
Avantax Advisory Services sold 6,992 FT Vest US Equity Moderate Buffer ETF April shares in Q3 2024, an estimated $249K.
Avantax Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q2 2023 and held it in 5 quarters.
Avantax Advisory Services's FT Vest US Equity Moderate Buffer ETF April position peaked at $249K in Q2 2024.
72 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.