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Heritage Oak Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

Heritage Oak Wealth Advisors’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
2024
Q4 		– Sell
-378,192
Closed -$13.9M – 106
2024
Q3 		$13.9M Buy
+378,192
New +$13.6M 6.4% 3

Other funds holding GAPR

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

Heritage Oak Wealth Advisors's GAPR Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF April (GAPR) in Q4 2024, closing a stake of 378,192 shares — an estimated $13.9M sold.

Heritage Oak Wealth Advisors first reported a position in GAPR in Q3 2024 and held it in 1 quarter. The position peaked at $13.9M in Q3 2024. 84 funds tracked by Wall St. Rank hold GAPR as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF April position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 378,192 FT Vest US Equity Moderate Buffer ETF April shares in Q4 2024, an estimated $13.9M.
  • Heritage Oak Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's FT Vest US Equity Moderate Buffer ETF April position peaked at $13.9M in Q3 2024.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.