EP Wealth Advisors’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

EP Wealth Advisors’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 Q2	$132K	Buy	+4,780	New	+$130K	﹤0.01%	1615
2025 Q2	$153K	Buy	+6,280	New	+$147K	﹤0.01%	1316

Other funds holding YSEP

LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

EP Wealth Advisors's YSEP Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in FT Vest International Equity Buffer ETF September (YSEP) in Q2 2026: 4,780 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #1615 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in YSEP as recently as Q2 2025.

EP Wealth Advisors first reported a position in YSEP in Q2 2025 and has held it in 2 quarters since. The position peaked at $153K in Q2 2025. 61 funds tracked by Wall St. Rank hold YSEP as of Q2 2026.

EP Wealth Advisors held 4,780 shares of FT Vest International Equity Buffer ETF September worth $132K as of Q2 2026.
FT Vest International Equity Buffer ETF September was a new EP Wealth Advisors position in Q2 2026.
FT Vest International Equity Buffer ETF September made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1615 holding.
EP Wealth Advisors first reported a position in FT Vest International Equity Buffer ETF September in Q2 2025 and has held it in 2 quarters since.
EP Wealth Advisors's FT Vest International Equity Buffer ETF September position peaked at $153K in Q2 2025.
61 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.