DHJJ Financial Advisors’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

DHJJ Financial 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
2026 Q1	$242K	Sell	7,915 -159	-2%	-$5.01K	0.08%	169
2025 Q4	$256K	Sell	8,074 -61	-0.7%	-$1.92K	0.09%	165
2025 Q3	$253K	Buy	8,135 +872	+12%	+$26.5K	0.09%	157
2025 Q2	$215K	Sell	7,263 -493	-6%	-$13.6K	0.08%	165
2025 Q1	$206K	Sell	7,756 -586	-7%	-$16.2K	0.08%	157
2024 Q4	$231K	Hold	8,342	–	–	0.09%	148
2024 Q3	$223K	Sell	8,342 -105	-1%	-$2.75K	0.09%	145
2024 Q2	$220K	Sell	8,447 -110	-1%	-$2.78K	0.09%	142
2024 Q1	$214K	Hold	8,557	–	–	0.09%	138
2023 Q4	$204K	Buy	8,557 +1,552	+22%	+$35.1K	0.1%	134
2023 Q3	$152K	Buy	+7,005	New	+$152K	0.08%	150

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

DHJJ Financial Advisors's QSPT Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its FT Vest Nasdaq-100 Buffer ETF September (QSPT) stake by 2% in Q1 2026, selling an estimated $5.01K and leaving 7,915 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #169.

DHJJ Financial Advisors first reported a position in QSPT in Q3 2023 and has held it in 11 quarters since. The position peaked at $256K in Q4 2025. 92 funds tracked by Wall St. Rank hold QSPT as of Q1 2026.

DHJJ Financial Advisors held 7,915 shares of FT Vest Nasdaq-100 Buffer ETF September worth $242K as of Q1 2026.
DHJJ Financial Advisors sold 159 FT Vest Nasdaq-100 Buffer ETF September shares in Q1 2026, an estimated $5.01K.
FT Vest Nasdaq-100 Buffer ETF September made up 0.08% of DHJJ Financial Advisors's portfolio in Q1 2026, its #169 holding.
DHJJ Financial Advisors first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's FT Vest Nasdaq-100 Buffer ETF September position peaked at $256K in Q4 2025.
92 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.