Cypress Wealth Services’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Cypress Wealth Services’s Portfolio GFEB Stock Details GFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,175	Closed	-$325K	–	288
2024 Q2	$325K	Hold	9,175	–	–	0.07%	184
2024 Q1	$316K	Sell	9,175 -843	-8%	-$28.4K	0.07%	190
2023 Q4	$331K	Hold	10,018	–	–	0.08%	182
2023 Q3	$309K	Hold	10,018	–	–	0.09%	182
2023 Q2	$315K	Buy	+10,018	New	+$302K	0.08%	184

Other funds holding GFEB

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

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

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Cypress Wealth Services's GFEB Position: Q3 2024 in Review

Cypress Wealth Services sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q3 2024, closing a stake of 9,175 shares — an estimated $325K sold.

Cypress Wealth Services first reported a position in GFEB in Q2 2023 and held it in 5 quarters. The position peaked at $331K in Q4 2023. 93 funds tracked by Wall St. Rank hold GFEB as of Q3 2024.

Cypress Wealth Services reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q3 2024 after selling out during the quarter.
Cypress Wealth Services sold 9,175 FT Vest US Equity Moderate Buffer ETF February shares in Q3 2024, an estimated $325K.
Cypress Wealth Services first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q2 2023 and held it in 5 quarters.
Cypress Wealth Services's FT Vest US Equity Moderate Buffer ETF February position peaked at $331K in Q4 2023.
93 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q3 2024.

Based on Cypress Wealth Services's 13F filing for Q3 2024, filed 9 Oct 2024.