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Great Valley Advisor Group’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Great Valley Advisor Group’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
Q2 		$2.21M Sell
63,558
-2,036
-3% -$68.6K 0.04% 375
2026
Q1 		$2.01M Buy
65,594
+56,450
+617% +$1.78M 0.04% 373
2025
Q4 		$290K Buy
+9,144
New +$287K 0.01% 792

Other funds holding QSPT

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Great Valley Advisor Group's QSPT Position: Q2 2026 in Review

Great Valley Advisor Group reduced its FT Vest Nasdaq-100 Buffer ETF September (QSPT) stake by 3.1% in Q2 2026, selling an estimated $68.6K and leaving 63,558 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #375.

Great Valley Advisor Group first reported a position in QSPT in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold QSPT as of Q2 2026.

  • Great Valley Advisor Group held 63,558 shares of FT Vest Nasdaq-100 Buffer ETF September worth $2.21M as of Q2 2026.
  • Great Valley Advisor Group sold 2,036 FT Vest Nasdaq-100 Buffer ETF September shares in Q2 2026, an estimated $68.6K.
  • FT Vest Nasdaq-100 Buffer ETF September made up 0.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #375 holding.
  • Great Valley Advisor Group first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.