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Panoramic Investment Advisors’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Panoramic Investment Advisors’s Portfolio FSEP Stock Details FSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,865
Closed -$316K – 115
2023
Q4 		$316K Sell
7,865
-1,220
-13% -$46.7K 0.27% 74
2023
Q3 		$337K Buy
+9,085
New +$346K 0.31% 67
2022
Q4 		$339K Buy
+10,115
New +$337K 0.35% 65

Other funds holding FSEP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Panoramic Investment Advisors's FSEP Position: Q1 2024 in Review

Panoramic Investment Advisors sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q1 2024, closing a stake of 7,865 shares — an estimated $316K sold.

Panoramic Investment Advisors first reported a position in FSEP in Q4 2022 and held it in 3 quarters. The position peaked at $339K in Q4 2022. 95 funds tracked by Wall St. Rank hold FSEP as of Q1 2024.

  • Panoramic Investment Advisors reported no remaining FT Vest US Equity Buffer ETF September position as of Q1 2024 after selling out during the quarter.
  • Panoramic Investment Advisors sold 7,865 FT Vest US Equity Buffer ETF September shares in Q1 2024, an estimated $316K.
  • Panoramic Investment Advisors first reported a position in FT Vest US Equity Buffer ETF September in Q4 2022 and held it in 3 quarters.
  • Panoramic Investment Advisors's FT Vest US Equity Buffer ETF September position peaked at $339K in Q4 2022.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q1 2024.

Based on Panoramic Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.