Clear Creek Financial Management’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Clear Creek Financial Management’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	$1.06M	Hold	19,179	–	–	0.07%	270
2026 Q1	$965K	Sell	19,179 -1,000	-5%	-$51.5K	0.07%	261
2025 Q4	$1.04M	Buy	20,179 +14,100	+232%	+$719K	0.08%	229
2025 Q3	$307K	Buy	6,079 +400	+7%	+$19.7K	0.03%	478
2025 Q2	$273K	Hold	5,679	–	–	0.03%	460
2025 Q1	$253K	Hold	5,679	–	–	0.03%	437
2024 Q4	$260K	Hold	5,679	–	–	0.03%	401
2024 Q3	$255K	Hold	5,679	–	–	0.03%	385
2024 Q2	$249K	Hold	5,679	–	–	0.03%	370
2024 Q1	$241K	Hold	5,679	–	–	0.03%	365
2023 Q4	$229K	Sell	5,679 -7,194	-56%	-$275K	0.04%	297
2023 Q3	$477K	Buy	+12,873	New	+$490K	0.08%	172

Other funds holding FSEP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Clear Creek Financial Management's FSEP Position: Q2 2026 in Review

Clear Creek Financial Management held its FT Vest US Equity Buffer ETF September (FSEP) position steady in Q2 2026 at 19,179 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #270.

Clear Creek Financial Management first reported a position in FSEP in Q3 2023 and has held it in 12 quarters since. 150 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

Clear Creek Financial Management held 19,179 shares of FT Vest US Equity Buffer ETF September worth $1.06M as of Q2 2026.
Clear Creek Financial Management left its FT Vest US Equity Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF September made up 0.07% of Clear Creek Financial Management's portfolio in Q2 2026, its #270 holding.
Clear Creek Financial Management first reported a position in FT Vest US Equity Buffer ETF September in Q3 2023 and has held it in 12 quarters since.
150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.