Atria Investments’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Atria Investments’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	$373K	Buy	+9,108	New	+$366K	﹤0.01%	1699
2025 Q4	–	Sell	-150,783	Closed	-$5.74M	–	2069
2025 Q3	$5.74M	Buy	+150,783	New	+$5.64M	0.07%	342
2024 Q3	–	Sell	-11,047	Closed	-$373K	–	1960
2024 Q2	$373K	Buy	+11,047	New	+$367K	﹤0.01%	1455

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

Atria Investments's GSEP Position: Q2 2026 in Review

Atria Investments opened a new position in FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q2 2026: 9,108 shares worth $373K. The stake represents ﹤0.01% of the portfolio and ranks #1699 among its holdings. This is a return to the name: Atria Investments previously reported a position in GSEP as recently as Q3 2025.

Atria Investments first reported a position in GSEP in Q2 2024 and has held it in 3 quarters since. The position peaked at $5.74M in Q3 2025. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Atria Investments held 9,108 shares of FT Vest US Equity Moderate Buffer ETF September worth $373K as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF September was a new Atria Investments position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF September made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1699 holding.
Atria Investments first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q2 2024 and has held it in 3 quarters since.
Atria Investments's FT Vest US Equity Moderate Buffer ETF September position peaked at $5.74M in Q3 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.