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

BFI Wealth Solutions’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	$316K	Buy	7,715 +320	+4%	+$12.9K	0.23%	66
2026 Q1	$283K	Sell	7,395 -835	-10%	-$32.4K	0.27%	64
2025 Q4	$319K	Buy	+8,230	New	+$316K	0.3%	58

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

BFI Wealth Solutions's GSEP Position: Q2 2026 in Review

BFI Wealth Solutions increased its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 4.3% in Q2 2026, buying an estimated $12.9K and bringing the position to 7,715 shares worth $316K. The position accounts for 0.23% of the portfolio, ranked #66.

BFI Wealth Solutions first reported a position in GSEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $319K in Q4 2025. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

BFI Wealth Solutions held 7,715 shares of FT Vest US Equity Moderate Buffer ETF September worth $316K as of Q2 2026.
BFI Wealth Solutions bought 320 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $12.9K.
FT Vest US Equity Moderate Buffer ETF September made up 0.23% of BFI Wealth Solutions's portfolio in Q2 2026, its #66 holding.
BFI Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
BFI Wealth Solutions's FT Vest US Equity Moderate Buffer ETF September position peaked at $319K in Q4 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.