Avantax Advisory Services’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$221K	Sell	7,463 -2,861	-28%	-$78.8K	﹤0.01%	2137
2025 Q1	$274K	Sell	10,324 -9,662	-48%	-$267K	﹤0.01%	1895
2024 Q4	$553K	Buy	+19,986	New	+$547K	﹤0.01%	1373
2024 Q2	–	Sell	-9,863	Closed	-$246K	–	2123
2024 Q1	$246K	Sell	9,863 -120	-1%	-$2.93K	﹤0.01%	1416
2023 Q4	$238K	Sell	9,983 -2,318	-19%	-$52.4K	﹤0.01%	1368
2023 Q3	$267K	Buy	+12,301	New	+$267K	﹤0.01%	1267

Other funds holding QSPT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

Avantax Advisory Services's QSPT Position: Q2 2025 in Review

Avantax Advisory Services reduced its FT Vest Nasdaq-100 Buffer ETF September (QSPT) stake by 28% in Q2 2025, selling an estimated $78.8K and leaving 7,463 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Avantax Advisory Services first reported a position in QSPT in Q3 2023 and has held it in 6 quarters since. The position peaked at $553K in Q4 2024. 73 funds tracked by Wall St. Rank hold QSPT as of Q2 2025.

Avantax Advisory Services held 7,463 shares of FT Vest Nasdaq-100 Buffer ETF September worth $221K as of Q2 2025.
Avantax Advisory Services sold 2,861 FT Vest Nasdaq-100 Buffer ETF September shares in Q2 2025, an estimated $78.8K.
FT Vest Nasdaq-100 Buffer ETF September made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2137 holding.
Avantax Advisory Services first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q3 2023 and has held it in 6 quarters since.
Avantax Advisory Services's FT Vest Nasdaq-100 Buffer ETF September position peaked at $553K in Q4 2024.
73 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.