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Action Point Financial Planning’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$638K Buy
+11,585
New +$624K 0.06% 225

Other funds holding FSEP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Action Point Financial Planning's FSEP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Buffer ETF September (FSEP) in Q2 2026: 11,585 shares worth $638K. The stake represents 0.06% of the portfolio and ranks #225 among its holdings.

150 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

  • Action Point Financial Planning held 11,585 shares of FT Vest US Equity Buffer ETF September worth $638K as of Q2 2026.
  • FT Vest US Equity Buffer ETF September was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest US Equity Buffer ETF September made up 0.06% of Action Point Financial Planning's portfolio in Q2 2026, its #225 holding.
  • 150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.