Blue Bell Private Wealth Management’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Blue Bell Private 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
2026 Q1	$141K	Sell	4,617 -29	-0.6%	-$914	0.02%	303
2025 Q4	$147K	Hold	4,646	–	–	0.02%	288
2025 Q3	$144K	Sell	4,646 -54	-1%	-$1.64K	0.02%	283
2025 Q2	$139K	Hold	4,700	–	–	0.02%	276
2025 Q1	$125K	Hold	4,700	–	–	0.02%	270
2024 Q4	$130K	Buy	+4,700	New	+$129K	0.02%	251

Other funds holding QSPT

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

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

KAS

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

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

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

Blue Bell Private Wealth Management's QSPT Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its FT Vest Nasdaq-100 Buffer ETF September (QSPT) stake by 0.62% in Q1 2026, selling an estimated $914 and leaving 4,617 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #303.

Blue Bell Private Wealth Management first reported a position in QSPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $147K in Q4 2025. 92 funds tracked by Wall St. Rank hold QSPT as of Q1 2026.

Blue Bell Private Wealth Management held 4,617 shares of FT Vest Nasdaq-100 Buffer ETF September worth $141K as of Q1 2026.
Blue Bell Private Wealth Management sold 29 FT Vest Nasdaq-100 Buffer ETF September shares in Q1 2026, an estimated $914.
FT Vest Nasdaq-100 Buffer ETF September made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #303 holding.
Blue Bell Private Wealth Management first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2024 and has held it in 6 quarters since.
Blue Bell Private Wealth Management's FT Vest Nasdaq-100 Buffer ETF September position peaked at $147K in Q4 2025.
92 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.