CIBC Private Wealth Group
FSEP icon

CIBC Private Wealth Group’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

CIBC Private Wealth Group’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
2025
Q2 		– Sell
-274
Closed -$11.3K – 3172
2025
Q1 		$11.3K Buy
+274
New +$12.6K ﹤0.01% 2200

Other funds holding FSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

CIBC Private Wealth Group's FSEP Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q2 2025, closing a stake of 274 shares — an estimated $11.3K sold.

CIBC Private Wealth Group first reported a position in FSEP in Q1 2025 and held it in 1 quarter. The position peaked at $11.3K in Q1 2025. 126 funds tracked by Wall St. Rank hold FSEP as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining FT Vest US Equity Buffer ETF September position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 274 FT Vest US Equity Buffer ETF September shares in Q2 2025, an estimated $11.3K.
  • CIBC Private Wealth Group first reported a position in FT Vest US Equity Buffer ETF September in Q1 2025 and held it in 1 quarter.
  • CIBC Private Wealth Group's FT Vest US Equity Buffer ETF September position peaked at $11.3K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.