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Grant Private Wealth Management’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Grant Private Wealth Management’s Portfolio FAPR Stock Details FAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,000
Closed -$422K – 146
2025
Q2 		$422K Buy
+10,000
New +$405K 0.24% 46

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Commonwealth Equity Services
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SI
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Grant Private Wealth Management's FAPR Position: Q3 2025 in Review

Grant Private Wealth Management sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q3 2025, closing a stake of 10,000 shares — an estimated $422K sold.

Grant Private Wealth Management first reported a position in FAPR in Q2 2025 and held it in 1 quarter. The position peaked at $422K in Q2 2025. 124 funds tracked by Wall St. Rank hold FAPR as of Q3 2025.

  • Grant Private Wealth Management reported no remaining FT Vest US Equity Buffer ETF April position as of Q3 2025 after selling out during the quarter.
  • Grant Private Wealth Management sold 10,000 FT Vest US Equity Buffer ETF April shares in Q3 2025, an estimated $422K.
  • Grant Private Wealth Management first reported a position in FT Vest US Equity Buffer ETF April in Q2 2025 and held it in 1 quarter.
  • Grant Private Wealth Management's FT Vest US Equity Buffer ETF April position peaked at $422K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q3 2025.

Based on Grant Private Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.