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Sage Capital Advisors’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Sage Capital Advisors’s Portfolio GSEP Stock Details GSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,665
Closed -$462K – 144
2024
Q2 		$462K Buy
+13,665
New +$454K 0.13% 96

Other funds holding GSEP

Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sage Capital Advisors's GSEP Position: Q3 2024 in Review

Sage Capital Advisors sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q3 2024, closing a stake of 13,665 shares — an estimated $462K sold.

Sage Capital Advisors first reported a position in GSEP in Q2 2024 and held it in 1 quarter. The position peaked at $462K in Q2 2024. 62 funds tracked by Wall St. Rank hold GSEP as of Q3 2024.

  • Sage Capital Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q3 2024 after selling out during the quarter.
  • Sage Capital Advisors sold 13,665 FT Vest US Equity Moderate Buffer ETF September shares in Q3 2024, an estimated $462K.
  • Sage Capital Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q2 2024 and held it in 1 quarter.
  • Sage Capital Advisors's FT Vest US Equity Moderate Buffer ETF September position peaked at $462K in Q2 2024.
  • 62 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q3 2024.

Based on Sage Capital Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.