BWM
GSEP icon

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

BCGM 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
2026
Q1 		$252K Hold
6,615
– – 0.06% 163
2025
Q4 		$256K Hold
6,615
– – 0.07% 158
2025
Q3 		$252K Hold
6,615
– – 0.07% 156
2025
Q2 		$243K Hold
6,615
– – 0.07% 151
2025
Q1 		$228K Hold
6,615
– – 0.07% 144
2024
Q4 		$232K Hold
6,615
– – 0.07% 143
2024
Q3 		$229K Hold
6,615
– – 0.07% 144
2024
Q2 		$224K Hold
6,615
– – 0.08% 143
2024
Q1 		$218K Hold
6,615
– – 0.08% 139
2023
Q4 		$209K Buy
+6,615
New +$201K 0.09% 130

Other funds holding GSEP

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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 $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 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 $80.8M AUM 9.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return