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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
3,775
| – | – | ﹤0.01% | 1933 |
|
|
2025
Q1 | $130K | Sell |
3,775
-600
| -14% | -$20.7K | ﹤0.01% | 1861 |
|
|
2024
Q4 | $153K | Buy |
4,375
+100
| +2% | +$3.5K | ﹤0.01% | 1762 |
|
|
2024
Q3 | $148K | Buy |
4,275
+1,200
| +39% | +$41.5K | ﹤0.01% | 1675 |
|
|
2024
Q2 | $104K | Sell |
3,075
-300
| -9% | -$10.1K | ﹤0.01% | 1757 |
|
|
2024
Q1 | $111K | Hold |
3,375
| – | – | ﹤0.01% | 1709 |
|
|
2023
Q4 | $107K | Buy |
3,375
+3,300
| +4,400% | +$104K | ﹤0.01% | 1668 |
|
|
2023
Q3 | $2.22K | Buy |
+75
| New | +$2.22K | ﹤0.01% | 3064 |
|