Sowell Financial Services
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Sowell Financial Services’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-30,627
Closed -$1.06M – 538
2024
Q3 		$1.06M Buy
+30,627
New +$1.04M 0.05% 332

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Sowell Financial Services's GSEP Position: Q4 2024 in Review

Sowell Financial Services sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q4 2024, closing a stake of 30,627 shares — an estimated $1.06M sold.

Sowell Financial Services first reported a position in GSEP in Q3 2024 and held it in 1 quarter. The position peaked at $1.06M in Q3 2024. 73 funds tracked by Wall St. Rank hold GSEP as of Q4 2024.

  • Sowell Financial Services reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 30,627 FT Vest US Equity Moderate Buffer ETF September shares in Q4 2024, an estimated $1.06M.
  • Sowell Financial Services first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2024 and held it in 1 quarter.
  • Sowell Financial Services's FT Vest US Equity Moderate Buffer ETF September position peaked at $1.06M in Q3 2024.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.