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Baker Tilly Wealth Management’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Baker Tilly Wealth Management’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
2024
Q1 		– Sell
-30,340
Closed -$723K – 458
2023
Q4 		$723K Buy
+30,340
New +$685K 0.12% 191

Other funds holding QSPT

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Baker Tilly Wealth Management's QSPT Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of FT Vest Nasdaq-100 Buffer ETF September (QSPT) in Q1 2024, closing a stake of 30,340 shares — an estimated $723K sold.

Baker Tilly Wealth Management first reported a position in QSPT in Q4 2023 and held it in 1 quarter. The position peaked at $723K in Q4 2023. 67 funds tracked by Wall St. Rank hold QSPT as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining FT Vest Nasdaq-100 Buffer ETF September position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 30,340 FT Vest Nasdaq-100 Buffer ETF September shares in Q1 2024, an estimated $723K.
  • Baker Tilly Wealth Management first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2023 and held it in 1 quarter.
  • Baker Tilly Wealth Management's FT Vest Nasdaq-100 Buffer ETF September position peaked at $723K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.