Prosperity Financial Group’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

Prosperity Financial Group’s Portfolio GAPR Stock Details GAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,150	Closed	-$510K	–	146
2024 Q1	$510K	Hold	15,150	–	–	0.32%	78
2023 Q4	$496K	Hold	15,150	–	–	0.34%	64
2023 Q3	$465K	Hold	15,150	–	–	0.38%	58
2023 Q2	$471K	Buy	+15,150	New	+$457K	0.41%	57

Other funds holding GAPR

RJA

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

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

RJFSA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Prosperity Financial Group's GAPR Position: Q2 2024 in Review

Prosperity Financial Group sold out of FT Vest US Equity Moderate Buffer ETF April (GAPR) in Q2 2024, closing a stake of 15,150 shares — an estimated $510K sold.

Prosperity Financial Group first reported a position in GAPR in Q2 2023 and held it in 4 quarters. The position peaked at $510K in Q1 2024. 69 funds tracked by Wall St. Rank hold GAPR as of Q2 2024.

Prosperity Financial Group reported no remaining FT Vest US Equity Moderate Buffer ETF April position as of Q2 2024 after selling out during the quarter.
Prosperity Financial Group sold 15,150 FT Vest US Equity Moderate Buffer ETF April shares in Q2 2024, an estimated $510K.
Prosperity Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q2 2023 and held it in 4 quarters.
Prosperity Financial Group's FT Vest US Equity Moderate Buffer ETF April position peaked at $510K in Q1 2024.
69 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q2 2024.

Based on Prosperity Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.