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Financial Gravity Asset Management’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-2,968
Closed -$70.7K – 1707
2024
Q1 		$70.7K Hold
2,968
– – 0.02% 227
2023
Q4 		$70.7K Buy
+2,968
New +$67K 0.02% 227

Other funds holding QSPT

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Gravity Asset Management's QSPT Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of FT Vest Nasdaq-100 Buffer ETF September (QSPT) in Q2 2024, closing a stake of 2,968 shares — an estimated $70.7K sold.

Financial Gravity Asset Management first reported a position in QSPT in Q4 2023 and held it in 2 quarters. The position peaked at $70.7K in Q1 2024. 60 funds tracked by Wall St. Rank hold QSPT as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining FT Vest Nasdaq-100 Buffer ETF September position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2,968 FT Vest Nasdaq-100 Buffer ETF September shares in Q2 2024, an estimated $70.7K.
  • Financial Gravity Asset Management first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's FT Vest Nasdaq-100 Buffer ETF September position peaked at $70.7K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.