Clear Point Advisors’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Clear Point Advisors’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 Q4	–	Sell	-5,049	Closed	-$135K	–	433
2024 Q3	$135K	Hold	5,049	–	–	0.1%	128
2024 Q2	$131K	Hold	5,049	–	–	0.11%	126
2024 Q1	$126K	Hold	5,049	–	–	0.1%	131
2023 Q4	$120K	Buy	+5,049	New	+$114K	0.11%	130

Other funds holding QSPT

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

KAS

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

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

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

Clear Point Advisors's QSPT Position: Q4 2024 in Review

Clear Point Advisors sold out of FT Vest Nasdaq-100 Buffer ETF September (QSPT) in Q4 2024, closing a stake of 5,049 shares — an estimated $135K sold.

Clear Point Advisors first reported a position in QSPT in Q4 2023 and held it in 4 quarters. The position peaked at $135K in Q3 2024. 78 funds tracked by Wall St. Rank hold QSPT as of Q4 2024.

Clear Point Advisors reported no remaining FT Vest Nasdaq-100 Buffer ETF September position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 5,049 FT Vest Nasdaq-100 Buffer ETF September shares in Q4 2024, an estimated $135K.
Clear Point Advisors first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's FT Vest Nasdaq-100 Buffer ETF September position peaked at $135K in Q3 2024.
78 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.