Guardian Wealth Advisors (North Carolina)’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Hold |
2,807
| – | – | 0.01% | 365 |
|
|
2025
Q1 | $96.9K | Hold |
2,807
| – | – | 0.01% | 351 |
|
|
2024
Q4 | $98.4K | Hold |
2,807
| – | – | 0.01% | 340 |
|
|
2024
Q3 | $97.1K | Hold |
2,807
| – | – | 0.01% | 285 |
|
|
2024
Q2 | $94.9K | Hold |
2,807
| – | – | 0.01% | 276 |
|
|
2024
Q1 | $92.7K | Hold |
2,807
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $88.7K | Buy |
+2,807
| New | +$88.7K | 0.01% | 271 |
|