SWP
QCJL

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

Sagespring Wealth Partners’s Portfolio QCJL Stock Details QCJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-235,133
Closed -$5.47M – 821
2025
Q3 		$5.47M Buy
+235,133
New +$5.37M 0.11% 98
2025
Q1 		– Sell
-150,126
Closed -$3.15M – 696
2024
Q4 		$3.15M Buy
+150,126
New +$3.12M 0.08% 107

Other funds holding QCJL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Sagespring Wealth Partners's QCJL Position: Q4 2025 in Review

Sagespring Wealth Partners sold out of FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) in Q4 2025, closing a stake of 235,133 shares — an estimated $5.47M sold.

Sagespring Wealth Partners first reported a position in QCJL in Q4 2024 and held it in 2 quarters. The position peaked at $5.47M in Q3 2025. 62 funds tracked by Wall St. Rank hold QCJL as of Q4 2025.

  • Sagespring Wealth Partners reported no remaining FT Vest Nasdaq-100 Conservative Buffer ETF - July position as of Q4 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 235,133 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q4 2025, an estimated $5.47M.
  • Sagespring Wealth Partners first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q4 2024 and held it in 2 quarters.
  • Sagespring Wealth Partners's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $5.47M in Q3 2025.
  • 62 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q4 2025.

Based on Sagespring Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.