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Turtle Creek Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio GFEB Stock Details GFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,985
Closed -$103K – 206
2024
Q1 		$103K Buy
+2,985
New +$100K 0.03% 157

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AP
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AC
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Commonwealth Equity Services
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SS
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AI
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Turtle Creek Wealth Advisors's GFEB Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q2 2024, closing a stake of 2,985 shares — an estimated $103K sold.

Turtle Creek Wealth Advisors first reported a position in GFEB in Q1 2024 and held it in 1 quarter. The position peaked at $103K in Q1 2024. 99 funds tracked by Wall St. Rank hold GFEB as of Q2 2024.

  • Turtle Creek Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q2 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 2,985 FT Vest US Equity Moderate Buffer ETF February shares in Q2 2024, an estimated $103K.
  • Turtle Creek Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2024 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's FT Vest US Equity Moderate Buffer ETF February position peaked at $103K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.