Blue Bell Private Wealth Management’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.7K | Hold |
1,300
| – | – | 0.01% | 396 |
|
|
2025
Q1 | $44.9K | Hold |
1,300
| – | – | 0.01% | 390 |
|
|
2024
Q4 | $45.6K | Hold |
1,300
| – | – | 0.01% | 368 |
|
|
2024
Q3 | $45K | Hold |
1,300
| – | – | 0.01% | 377 |
|
|
2024
Q2 | $43.9K | Hold |
1,300
| – | – | 0.01% | 370 |
|
|
2024
Q1 | $42.9K | Hold |
1,300
| – | – | 0.01% | 368 |
|
|
2023
Q4 | $41.1K | Buy |
1,300
+500
| +63% | +$15.8K | 0.01% | 352 |
|
|
2023
Q3 | $23.6K | Buy |
+800
| New | +$23.6K | 0.01% | 342 |
|