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Patriot Financial Group Insurance Agency’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-98
Closed -$2K – 1580
2022
Q2 		$2K Buy
+98
New +$1.77K ﹤0.01% 1802

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $546M AUM 26.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's QSPT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest Nasdaq-100 Buffer ETF September (QSPT) in Q3 2022, closing a stake of 98 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in QSPT in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 31 funds tracked by Wall St. Rank hold QSPT as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining FT Vest Nasdaq-100 Buffer ETF September position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 98 FT Vest Nasdaq-100 Buffer ETF September shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's FT Vest Nasdaq-100 Buffer ETF September position peaked at $2K in Q2 2022.
  • 31 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.