Blue Bell Private Wealth Management’s FT Vest Emerging Market Buffer ETF - September TSEP Stock Holding History

Blue Bell Private Wealth Management’s Portfolio TSEP Stock Details TSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.6K	Hold	600	–	–	﹤0.01%	547
2026 Q1	$14.4K	Buy	+600	New	+$14.7K	﹤0.01%	530

Other funds holding TSEP

HWM

HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

RRMM

Regatta Research & Money Management Metairie, Louisiana $106M AUM

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Blue Bell Private Wealth Management's TSEP Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its FT Vest Emerging Market Buffer ETF - September (TSEP) position steady in Q2 2026 at 600 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Blue Bell Private Wealth Management first reported a position in TSEP in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold TSEP as of Q2 2026.

Blue Bell Private Wealth Management held 600 shares of FT Vest Emerging Market Buffer ETF - September worth $15.6K as of Q2 2026.
Blue Bell Private Wealth Management left its FT Vest Emerging Market Buffer ETF - September share count unchanged in Q2 2026.
FT Vest Emerging Market Buffer ETF - September made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #547 holding.
Blue Bell Private Wealth Management first reported a position in FT Vest Emerging Market Buffer ETF - September in Q1 2026 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held FT Vest Emerging Market Buffer ETF - September as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.