CCFM
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Clear Creek Financial Management’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Clear Creek Financial Management’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42M Sell
54,281
-78,336
-59% -$2.08M 0.11% 200
2025
Q4 		$3.45M Buy
132,617
+2,136
+2% +$54.8K 0.28% 77
2025
Q3 		$3.33M Sell
130,481
-659
-0.5% -$16.3K 0.29% 81
2025
Q2 		$3.2M Sell
131,140
-2,693
-2% -$63.1K 0.3% 71
2025
Q1 		$3.04M Buy
133,833
+1,085
+0.8% +$24.4K 0.32% 69
2024
Q4 		$2.88M Buy
+132,748
New +$2.94M 0.31% 73

Other funds holding YSEP

SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return