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

Action Point Financial Planning’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
2026 Q2	$1.33M	Buy	+32,496	New	+$1.31M	0.14%	146

Other funds holding GSEP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q2 2026: 32,496 shares worth $1.33M. The stake represents 0.14% of the portfolio and ranks #146 among its holdings.

112 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Action Point Financial Planning held 32,496 shares of FT Vest US Equity Moderate Buffer ETF September worth $1.33M as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF September was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF September made up 0.14% of Action Point Financial Planning's portfolio in Q2 2026, its #146 holding.
112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

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