Summit Wealth Partners’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $370K | Hold |
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|
2025
Q2 | $351K | Hold |
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|
2025
Q1 | $326K | Hold |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $329K | Hold |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $374K | Hold |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $492K | Hold |
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|
2022
Q3 | $464K | Hold |
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|
2022
Q2 | $469K | Hold |
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|
2022
Q1 | $520K | Hold |
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|
2021
Q4 | $529K | Buy |
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|
2021
Q3 | $203K | Buy |
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