WealthPLAN Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$604K Buy
2023
Q4
Sell
2023
Q3
$2.08M Buy
2023
Q2
$794K Sell
2023
Q1
$2.13M Sell
2022
Q4
$4.99M Buy