Advyzon Investment Management’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Advyzon Investment Management’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	$422K	Buy	10,295 +1,239	+14%	+$49.8K	0.03%	529
2026 Q1	$345K	Sell	9,056 -1,092	-11%	-$42.3K	0.03%	484
2025 Q4	$393K	Hold	10,148	–	–	0.05%	379
2025 Q3	$386K	Hold	10,148	–	–	0.07%	264
2025 Q2	$372K	Sell	10,148 -3,168	-24%	-$111K	0.08%	222
2025 Q1	$460K	Hold	13,316	–	–	0.16%	121
2024 Q4	$467K	Buy	+13,316	New	+$465K	0.18%	107

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

Advyzon Investment Management's GSEP Position: Q2 2026 in Review

Advyzon Investment Management increased its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 14% in Q2 2026, buying an estimated $49.8K and bringing the position to 10,295 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #529.

Advyzon Investment Management first reported a position in GSEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $467K in Q4 2024. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Advyzon Investment Management held 10,295 shares of FT Vest US Equity Moderate Buffer ETF September worth $422K as of Q2 2026.
Advyzon Investment Management bought 1,239 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $49.8K.
FT Vest US Equity Moderate Buffer ETF September made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #529 holding.
Advyzon Investment Management first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's FT Vest US Equity Moderate Buffer ETF September position peaked at $467K in Q4 2024.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.