Cypress Wealth Services’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Cypress Wealth Services’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	-8,093	Closed	-$216K	–	301
2024 Q3	$216K	Sell	8,093 -1,780	-18%	-$46.6K	0.04%	252
2024 Q2	$257K	Hold	9,873	–	–	0.06%	212
2024 Q1	$246K	Hold	9,873	–	–	0.06%	220
2023 Q4	$235K	Hold	9,873	–	–	0.06%	214
2023 Q3	$214K	Hold	9,873	–	–	0.06%	217
2023 Q2	$214K	Buy	+9,873	New	+$198K	0.06%	226

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

Cypress Wealth Services's QSPT Position: Q4 2024 in Review

Cypress Wealth Services sold out of FT Vest Nasdaq-100 Buffer ETF September (QSPT) in Q4 2024, closing a stake of 8,093 shares — an estimated $216K sold.

Cypress Wealth Services first reported a position in QSPT in Q2 2023 and held it in 6 quarters. The position peaked at $257K in Q2 2024. 78 funds tracked by Wall St. Rank hold QSPT as of Q4 2024.

Cypress Wealth Services reported no remaining FT Vest Nasdaq-100 Buffer ETF September position as of Q4 2024 after selling out during the quarter.
Cypress Wealth Services sold 8,093 FT Vest Nasdaq-100 Buffer ETF September shares in Q4 2024, an estimated $216K.
Cypress Wealth Services first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q2 2023 and held it in 6 quarters.
Cypress Wealth Services's FT Vest Nasdaq-100 Buffer ETF September position peaked at $257K in Q2 2024.
78 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q4 2024.

Based on Cypress Wealth Services's 13F filing for Q4 2024, filed 15 Jan 2025.