BBPWM
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Blue Bell Private Wealth Management’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Blue Bell Private 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 		$126K Hold
3,300
– – 0.02% 317
2025
Q4 		$128K Hold
3,300
– – 0.02% 305
2025
Q3 		$126K Buy
3,300
+2,000
+154% +$74.8K 0.02% 301
2025
Q2 		$47.7K Hold
1,300
– – 0.01% 396
2025
Q1 		$44.9K Hold
1,300
– – 0.01% 390
2024
Q4 		$45.6K Hold
1,300
– – 0.01% 369
2024
Q3 		$45K Hold
1,300
– – 0.01% 377
2024
Q2 		$43.9K Hold
1,300
– – 0.01% 370
2024
Q1 		$42.9K Hold
1,300
– – 0.01% 368
2023
Q4 		$41.1K Buy
1,300
+500
+63% +$15.2K 0.01% 352
2023
Q3 		$23.6K Buy
+800
New +$23.8K 0.01% 342

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