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GeoWealth Management’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

GeoWealth Management’s Portfolio GAPR Stock Details GAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-505
Closed -$18.9K – 1343
2024
Q4 		$18.9K Buy
+505
New +$18.8K ﹤0.01% 1385

Other funds holding GAPR

NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GeoWealth Management's GAPR Position: Q1 2025 in Review

GeoWealth Management sold out of FT Vest US Equity Moderate Buffer ETF April (GAPR) in Q1 2025, closing a stake of 505 shares — an estimated $18.9K sold.

GeoWealth Management first reported a position in GAPR in Q4 2024 and held it in 1 quarter. The position peaked at $18.9K in Q4 2024. 77 funds tracked by Wall St. Rank hold GAPR as of Q1 2025.

  • GeoWealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF April position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 505 FT Vest US Equity Moderate Buffer ETF April shares in Q1 2025, an estimated $18.9K.
  • GeoWealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's FT Vest US Equity Moderate Buffer ETF April position peaked at $18.9K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.