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BlueChip Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

BlueChip Wealth Advisors’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
Q3 		– Sell
-6,739
Closed -$247K – 173
2025
Q2 		$247K Sell
6,739
-2,322
-26% -$81.2K 0.11% 149
2025
Q1 		$313K Hold
9,061
– – 0.15% 117
2024
Q4 		$317K Buy
+9,061
New +$317K 0.18% 96

Other funds holding GSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

BlueChip Wealth Advisors's GSEP Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q3 2025, closing a stake of 6,739 shares — an estimated $247K sold.

BlueChip Wealth Advisors first reported a position in GSEP in Q4 2024 and held it in 3 quarters. The position peaked at $317K in Q4 2024. 101 funds tracked by Wall St. Rank hold GSEP as of Q3 2025.

  • BlueChip Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q3 2025 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 6,739 FT Vest US Equity Moderate Buffer ETF September shares in Q3 2025, an estimated $247K.
  • BlueChip Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2024 and held it in 3 quarters.
  • BlueChip Wealth Advisors's FT Vest US Equity Moderate Buffer ETF September position peaked at $317K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.