Action Point Financial Planning’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Action Point Financial Planning’s Portfolio YSEP Stock Details YSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$670K	Buy	+24,348	New	+$660K	0.07%	215

Other funds holding YSEP

LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in FT Vest International Equity Buffer ETF September (YSEP) in Q2 2026: 24,348 shares worth $670K. The stake represents 0.07% of the portfolio and ranks #215 among its holdings.

61 funds tracked by Wall St. Rank hold YSEP as of Q2 2026.

Action Point Financial Planning held 24,348 shares of FT Vest International Equity Buffer ETF September worth $670K as of Q2 2026.
FT Vest International Equity Buffer ETF September was a new Action Point Financial Planning position in Q2 2026.
FT Vest International Equity Buffer ETF September made up 0.07% of Action Point Financial Planning's portfolio in Q2 2026, its #215 holding.
61 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q2 2026.

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