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Prosperity Consulting Group’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Prosperity Consulting Group’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
2023
Q2 		– Sell
-11,409
Closed -$220K – 107
2023
Q1 		$220K Buy
11,409
+240
+2% +$4.34K 0.14% 100
2022
Q4 		$186K Buy
+11,169
New +$190K 0.12% 99

Other funds holding QSPT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $497M AUM 20.73% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Prosperity Consulting Group's QSPT Position: Q2 2023 in Review

Prosperity Consulting Group sold out of FT Vest Nasdaq-100 Buffer ETF September (QSPT) in Q2 2023, closing a stake of 11,409 shares — an estimated $220K sold.

Prosperity Consulting Group first reported a position in QSPT in Q4 2022 and held it in 2 quarters. The position peaked at $220K in Q1 2023. 42 funds tracked by Wall St. Rank hold QSPT as of Q2 2023.

  • Prosperity Consulting Group reported no remaining FT Vest Nasdaq-100 Buffer ETF September position as of Q2 2023 after selling out during the quarter.
  • Prosperity Consulting Group sold 11,409 FT Vest Nasdaq-100 Buffer ETF September shares in Q2 2023, an estimated $220K.
  • Prosperity Consulting Group first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2022 and held it in 2 quarters.
  • Prosperity Consulting Group's FT Vest Nasdaq-100 Buffer ETF September position peaked at $220K in Q1 2023.
  • 42 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q2 2023.

Based on Prosperity Consulting Group's 13F filing for Q2 2023, filed 25 Jul 2023.