Steward Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64K | Sell |
|
|||||
|
2025
Q4 | $181K | Buy |
|
|||||
|
2025
Q3 | $160K | Buy |
|
|||||
|
2025
Q2 | $138K | Hold |
|
|||||
|
2025
Q1 | $130K | Sell |
|
|||||
|
2024
Q4 | $153K | Buy |
|
|||||
|
2024
Q3 | $148K | Buy |
|
|||||
|
2024
Q2 | $104K | Sell |
|
|||||
|
2024
Q1 | $111K | Hold |
|
|||||
|
2023
Q4 | $107K | Buy |
|
|||||
|
2023
Q3 | $2.22K | Buy |
|