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Stonebridge Financial Group (Pennsylvania)’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio QSPT Stock Details QSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,263
Closed -$60K – 769
2025
Q1 		$60K Buy
2,263
+423
+23% +$11.7K 0.01% 356
2024
Q4 		$50.9K Buy
+1,840
New +$50.4K 0.01% 377

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Osaic Holdings
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SI
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Raymond James Financial
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s QSPT Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of FT Vest Nasdaq-100 Buffer ETF September (QSPT) in Q2 2025, closing a stake of 2,263 shares — an estimated $60K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in QSPT in Q4 2024 and held it in 2 quarters. The position peaked at $60K in Q1 2025. 73 funds tracked by Wall St. Rank hold QSPT as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining FT Vest Nasdaq-100 Buffer ETF September position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2,263 FT Vest Nasdaq-100 Buffer ETF September shares in Q2 2025, an estimated $60K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s FT Vest Nasdaq-100 Buffer ETF September position peaked at $60K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.