PCA Investment Advisory Services’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

PCA Investment Advisory Services’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
2023 Q3	–	Sell	-3,071	Closed	-$117K	–	223
2023 Q2	$117K	Buy	+3,071	New	+$111K	0.07%	176

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PCA Investment Advisory Services's FSEP Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q3 2023, closing a stake of 3,071 shares — an estimated $117K sold.

PCA Investment Advisory Services first reported a position in FSEP in Q2 2023 and held it in 1 quarter. The position peaked at $117K in Q2 2023. 87 funds tracked by Wall St. Rank hold FSEP as of Q3 2023.

PCA Investment Advisory Services reported no remaining FT Vest US Equity Buffer ETF September position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 3,071 FT Vest US Equity Buffer ETF September shares in Q3 2023, an estimated $117K.
PCA Investment Advisory Services first reported a position in FT Vest US Equity Buffer ETF September in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's FT Vest US Equity Buffer ETF September position peaked at $117K in Q2 2023.
87 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.