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WealthPlan Investment Management’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

WealthPlan Investment Management’s Portfolio FSEP Stock Details FSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-211,633
Closed -$9.51M – 269
2024
Q3 		$9.51M Buy
+211,633
New +$9.35M 0.96% 37

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Carson Wealth (CWM LLC)
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Cetera Investment Advisers
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Raymond James Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

WealthPlan Investment Management's FSEP Position: Q4 2024 in Review

WealthPlan Investment Management sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q4 2024, closing a stake of 211,633 shares — an estimated $9.51M sold.

WealthPlan Investment Management first reported a position in FSEP in Q3 2024 and held it in 1 quarter. The position peaked at $9.51M in Q3 2024. 132 funds tracked by Wall St. Rank hold FSEP as of Q4 2024.

  • WealthPlan Investment Management reported no remaining FT Vest US Equity Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 211,633 FT Vest US Equity Buffer ETF September shares in Q4 2024, an estimated $9.51M.
  • WealthPlan Investment Management first reported a position in FT Vest US Equity Buffer ETF September in Q3 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's FT Vest US Equity Buffer ETF September position peaked at $9.51M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q4 2024.

Based on WealthPlan Investment Management's 13F filing for Q4 2024, filed 30 Jan 2025.