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WealthPLAN Partners’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

WealthPLAN Partners’s Portfolio GSEP Stock Details GSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,672
Closed -$300K – 250
2024
Q3 		$300K Buy
+8,672
New +$296K 0.04% 227

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WealthPLAN Partners's GSEP Position: Q4 2024 in Review

WealthPLAN Partners sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q4 2024, closing a stake of 8,672 shares — an estimated $300K sold.

WealthPLAN Partners first reported a position in GSEP in Q3 2024 and held it in 1 quarter. The position peaked at $300K in Q3 2024. 73 funds tracked by Wall St. Rank hold GSEP as of Q4 2024.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 8,672 FT Vest US Equity Moderate Buffer ETF September shares in Q4 2024, an estimated $300K.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2024 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest US Equity Moderate Buffer ETF September position peaked at $300K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.