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B.O.S.S. Retirement Advisors’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

B.O.S.S. Retirement Advisors’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
Q1 		– Sell
-6,270
Closed -$243K – 183
2025
Q4 		$243K Buy
+6,270
New +$240K 0.08% 155

Other funds holding GSEP

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

B.O.S.S. Retirement Advisors's GSEP Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q1 2026, closing a stake of 6,270 shares — an estimated $243K sold.

B.O.S.S. Retirement Advisors first reported a position in GSEP in Q4 2025 and held it in 1 quarter. The position peaked at $243K in Q4 2025. 120 funds tracked by Wall St. Rank hold GSEP as of Q1 2026.

  • B.O.S.S. Retirement Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q1 2026 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 6,270 FT Vest US Equity Moderate Buffer ETF September shares in Q1 2026, an estimated $243K.
  • B.O.S.S. Retirement Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2025 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's FT Vest US Equity Moderate Buffer ETF September position peaked at $243K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.