Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-10,549
Closed -$240K – 1659
2025
Q1 		$240K Sell
10,549
-3,557
-25% -$80.1K ﹤0.01% 1402
2024
Q4 		$306K Buy
14,106
+387
+3% +$8.57K ﹤0.01% 1497
2024
Q3 		$313K Sell
13,719
-3,775
-22% -$83.6K ﹤0.01% 1427
2024
Q2 		$378K Sell
17,494
-265
-1% -$5.71K ﹤0.01% 1254
2024
Q1 		$384K Buy
17,759
+278
+2% +$5.81K ﹤0.01% 1226
2023
Q4 		$363K Buy
+17,481
New +$343K ﹤0.01% 1197

Other funds holding YSEP

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 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
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $134M AUM 25% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Portfolio Solutions's YSEP Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of FT Vest International Equity Buffer ETF September (YSEP) in Q2 2025, closing a stake of 10,549 shares — an estimated $240K sold.

Envestnet Portfolio Solutions first reported a position in YSEP in Q4 2023 and held it in 6 quarters. The position peaked at $384K in Q1 2024. 49 funds tracked by Wall St. Rank hold YSEP as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining FT Vest International Equity Buffer ETF September position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,549 FT Vest International Equity Buffer ETF September shares in Q2 2025, an estimated $240K.
  • Envestnet Portfolio Solutions first reported a position in FT Vest International Equity Buffer ETF September in Q4 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's FT Vest International Equity Buffer ETF September position peaked at $384K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.