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

Capital Investment Advisory Services’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 		$44.1K Buy
+1,077
New +$43.3K ﹤0.01% 972
2026
Q1 		– Sell
-70
Closed -$2.71K – 1230
2025
Q4 		$2.71K Buy
+70
New +$2.69K ﹤0.01% 1109

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KIA
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Capital Investment Advisory Services opened a new position in FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q2 2026: 1,077 shares worth $44.1K. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in GSEP as recently as Q4 2025.

Capital Investment Advisory Services first reported a position in GSEP in Q4 2025 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

  • Capital Investment Advisory Services held 1,077 shares of FT Vest US Equity Moderate Buffer ETF September worth $44.1K as of Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF September was a new Capital Investment Advisory Services position in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF September made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #972 holding.
  • Capital Investment Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

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