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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$264K Sell
7,189
-6,054
-46% -$212K 0.01% 1224
2025
Q1
$457K Sell
13,243
-5,996
-31% -$211K 0.01% 1246
2024
Q4
$674K Buy
19,239
+13,198
+218% +$461K 0.01% 1100
2024
Q3
$209K Buy
6,041
+110
+2% +$3.75K ﹤0.01% 1764
2024
Q2
$201K Buy
+5,931
New +$197K ﹤0.01% 1783

Other funds holding GSEP

Atria Wealth Solutions's GSEP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 46% in Q2 2025, selling an estimated $212K and leaving 7,189 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #1224.

Atria Wealth Solutions first reported a position in GSEP in Q2 2024 and has held it in 5 quarters since. The position peaked at $674K in Q4 2024. 79 funds tracked by Wall St. Rank hold GSEP as of Q2 2025.

  • Atria Wealth Solutions held 7,189 shares of FT Vest US Equity Moderate Buffer ETF September worth $264K as of Q2 2025.
  • Atria Wealth Solutions sold 6,054 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2025, an estimated $212K.
  • FT Vest US Equity Moderate Buffer ETF September made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1224 holding.
  • Atria Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's FT Vest US Equity Moderate Buffer ETF September position peaked at $674K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.