DHJJ Financial Advisors’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

DHJJ Financial Advisors’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	$428K	Sell	10,459 -166	-2%	-$6.67K	0.12%	127
2026 Q1	$405K	Hold	10,625	–	–	0.13%	121
2025 Q4	$412K	Hold	10,625	–	–	0.14%	116
2025 Q3	$405K	Buy	10,625 +853	+9%	+$31.9K	0.14%	116
2025 Q2	$358K	Hold	9,772	–	–	0.13%	123
2025 Q1	$337K	Hold	9,772	–	–	0.14%	119
2024 Q4	$342K	Sell	9,772 -13	-0.1%	-$454	0.13%	121
2024 Q3	$338K	Hold	9,785	–	–	0.13%	118
2024 Q2	$331K	Hold	9,785	–	–	0.14%	118
2024 Q1	$323K	Hold	9,785	–	–	0.14%	107
2023 Q4	$309K	Buy	+9,785	New	+$297K	0.14%	106

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 22.96% 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

KAS

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

DHJJ Financial Advisors's GSEP Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 1.6% in Q2 2026, selling an estimated $6.67K and leaving 10,459 shares worth $428K. The position accounts for 0.12% of the portfolio, ranked #127.

DHJJ Financial Advisors first reported a position in GSEP in Q4 2023 and has held it in 11 quarters since. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

DHJJ Financial Advisors held 10,459 shares of FT Vest US Equity Moderate Buffer ETF September worth $428K as of Q2 2026.
DHJJ Financial Advisors sold 166 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $6.67K.
FT Vest US Equity Moderate Buffer ETF September made up 0.12% of DHJJ Financial Advisors's portfolio in Q2 2026, its #127 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2023 and has held it in 11 quarters since.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.