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Turtle Creek Wealth Advisors’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Turtle Creek Wealth Advisors’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
2024
Q2 		– Sell
-2,355
Closed -$58.8K – 213
2024
Q1 		$58.8K Hold
2,355
– – 0.01% 166
2023
Q4 		$56.1K Buy
+2,355
New +$53.2K 0.02% 258

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Turtle Creek Wealth Advisors's QSPT Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of FT Vest Nasdaq-100 Buffer ETF September (QSPT) in Q2 2024, closing a stake of 2,355 shares — an estimated $58.8K sold.

Turtle Creek Wealth Advisors first reported a position in QSPT in Q4 2023 and held it in 2 quarters. The position peaked at $58.8K in Q1 2024. 60 funds tracked by Wall St. Rank hold QSPT as of Q2 2024.

  • Turtle Creek Wealth Advisors reported no remaining FT Vest Nasdaq-100 Buffer ETF September position as of Q2 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 2,355 FT Vest Nasdaq-100 Buffer ETF September shares in Q2 2024, an estimated $58.8K.
  • Turtle Creek Wealth Advisors first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's FT Vest Nasdaq-100 Buffer ETF September position peaked at $58.8K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q2 2024.

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