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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
2025
Q2 		$153K Buy
+6,280
New +$147K ﹤0.01% 1316

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 $595M AUM 25.98% 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

EP Wealth Advisors's YSEP Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in FT Vest International Equity Buffer ETF September (YSEP) in Q2 2025: 6,280 shares worth $153K. The stake represents ﹤0.01% of the portfolio and ranks #1316 among its holdings.

49 funds tracked by Wall St. Rank hold YSEP as of Q2 2025.

  • EP Wealth Advisors held 6,280 shares of FT Vest International Equity Buffer ETF September worth $153K as of Q2 2025.
  • FT Vest International Equity Buffer ETF September was a new EP Wealth Advisors position in Q2 2025.
  • FT Vest International Equity Buffer ETF September made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1316 holding.
  • 49 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.