Avantax Advisory Services
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Avantax Advisory Services’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Avantax Advisory Services’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
2025
Q1 		– Sell
-8,407
Closed -$295K – 2275
2024
Q4 		$295K Buy
+8,407
New +$294K ﹤0.01% 1788

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Avantax Advisory Services's GSEP Position: Q1 2025 in Review

Avantax Advisory Services sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q1 2025, closing a stake of 8,407 shares — an estimated $295K sold.

Avantax Advisory Services first reported a position in GSEP in Q4 2024 and held it in 1 quarter. The position peaked at $295K in Q4 2024. 71 funds tracked by Wall St. Rank hold GSEP as of Q1 2025.

  • Avantax Advisory Services reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 8,407 FT Vest US Equity Moderate Buffer ETF September shares in Q1 2025, an estimated $295K.
  • Avantax Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2024 and held it in 1 quarter.
  • Avantax Advisory Services's FT Vest US Equity Moderate Buffer ETF September position peaked at $295K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.