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Pacific Excel Wealth Advisors’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Pacific Excel Wealth Advisors’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
2026
Q2 		– Sell
-5,656
Closed -$254K – 244
2026
Q1 		$254K Buy
+5,656
New +$253K 0.27% 106

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MML Investors Services
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LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pacific Excel Wealth Advisors's FAPR Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q2 2026, closing a stake of 5,656 shares — an estimated $254K sold.

Pacific Excel Wealth Advisors first reported a position in FAPR in Q1 2026 and held it in 1 quarter. The position peaked at $254K in Q1 2026. 144 funds tracked by Wall St. Rank hold FAPR as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF April position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 5,656 FT Vest US Equity Buffer ETF April shares in Q2 2026, an estimated $254K.
  • Pacific Excel Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF April in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's FT Vest US Equity Buffer ETF April position peaked at $254K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.