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Capital Investment Advisory Services’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Capital Investment Advisory Services’s Portfolio FSEP Stock Details FSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$991 Hold
18
– – ﹤0.01% 1280
2026
Q1 		$906 Sell
18
-138
-88% -$7.11K ﹤0.01% 1182
2025
Q4 		$8.04K Buy
+156
New +$7.95K ﹤0.01% 1035

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SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Capital Investment Advisory Services's FSEP Position: Q2 2026 in Review

Capital Investment Advisory Services held its FT Vest US Equity Buffer ETF September (FSEP) position steady in Q2 2026 at 18 shares worth $991. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Capital Investment Advisory Services first reported a position in FSEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.04K in Q4 2025. 38 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

  • Capital Investment Advisory Services held 18 shares of FT Vest US Equity Buffer ETF September worth $991 as of Q2 2026.
  • Capital Investment Advisory Services left its FT Vest US Equity Buffer ETF September share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer ETF September made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1280 holding.
  • Capital Investment Advisory Services first reported a position in FT Vest US Equity Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Advisory Services's FT Vest US Equity Buffer ETF September position peaked at $8.04K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.