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BAM Wealth Management’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

BAM Wealth 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
2025
Q4 		– Sell
-112,686
Closed -$4.29M – 167
2025
Q3 		$4.29M Buy
+112,686
New +$4.22M 3.32% 8

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

BAM Wealth Management's GSEP Position: Q4 2025 in Review

BAM Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q4 2025, closing a stake of 112,686 shares — an estimated $4.29M sold.

BAM Wealth Management first reported a position in GSEP in Q3 2025 and held it in 1 quarter. The position peaked at $4.29M in Q3 2025. 127 funds tracked by Wall St. Rank hold GSEP as of Q4 2025.

  • BAM Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q4 2025 after selling out during the quarter.
  • BAM Wealth Management sold 112,686 FT Vest US Equity Moderate Buffer ETF September shares in Q4 2025, an estimated $4.29M.
  • BAM Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2025 and held it in 1 quarter.
  • BAM Wealth Management's FT Vest US Equity Moderate Buffer ETF September position peaked at $4.29M in Q3 2025.
  • 127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q4 2025.

Based on BAM Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.