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

Clear Creek Financial Management’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	$297K	Sell	7,239 -1,791	-20%	-$72K	0.02%	528
2026 Q1	$344K	Buy	+9,030	New	+$350K	0.03%	476

Other funds holding GSEP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

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

Clear Creek Financial Management reduced its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 20% in Q2 2026, selling an estimated $72K and leaving 7,239 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #528.

Clear Creek Financial Management first reported a position in GSEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $344K in Q1 2026. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Clear Creek Financial Management held 7,239 shares of FT Vest US Equity Moderate Buffer ETF September worth $297K as of Q2 2026.
Clear Creek Financial Management sold 1,791 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $72K.
FT Vest US Equity Moderate Buffer ETF September made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #528 holding.
Clear Creek Financial Management first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q1 2026 and has held it in 2 quarters since.
Clear Creek Financial Management's FT Vest US Equity Moderate Buffer ETF September position peaked at $344K in Q1 2026.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

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