SWP
QCJA

Sagespring Wealth Partners’s FT Vest Nasdaq-100 Conservative Buffer ETF - January QCJA Stock Holding History

Sagespring Wealth Partners’s Portfolio QCJA Stock Details QCJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-248,058
Closed -$5.12M – 768
2025
Q2 		$5.12M Buy
248,058
+44,101
+22% +$866K 0.11% 98
2025
Q1 		$3.91M Buy
+203,957
New +$4.02M 0.1% 106

Other funds holding QCJA

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sagespring Wealth Partners's QCJA Position: Q3 2025 in Review

Sagespring Wealth Partners sold out of FT Vest Nasdaq-100 Conservative Buffer ETF - January (QCJA) in Q3 2025, closing a stake of 248,058 shares — an estimated $5.12M sold.

Sagespring Wealth Partners first reported a position in QCJA in Q1 2025 and held it in 2 quarters. The position peaked at $5.12M in Q2 2025. 31 funds tracked by Wall St. Rank hold QCJA as of Q3 2025.

  • Sagespring Wealth Partners reported no remaining FT Vest Nasdaq-100 Conservative Buffer ETF - January position as of Q3 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 248,058 FT Vest Nasdaq-100 Conservative Buffer ETF - January shares in Q3 2025, an estimated $5.12M.
  • Sagespring Wealth Partners first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - January in Q1 2025 and held it in 2 quarters.
  • Sagespring Wealth Partners's FT Vest Nasdaq-100 Conservative Buffer ETF - January position peaked at $5.12M in Q2 2025.
  • 31 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - January as of Q3 2025.

Based on Sagespring Wealth Partners's 13F filing for Q3 2025, filed 31 Oct 2025.