EWM
GSEP icon

EPG Wealth Management’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

EPG Wealth Management’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
2025
Q2 		– Sell
-300
Closed -$10.4K – 375
2025
Q1 		$10.4K Hold
300
– – ﹤0.01% 371
2024
Q4 		$10.5K Sell
300
-4,150
-93% -$145K ﹤0.01% 373
2024
Q3 		$154K Buy
+4,450
New +$152K 0.04% 250
2024
Q2 		– Sell
-12,000
Closed -$399K – 230
2024
Q1 		$396K Hold
12,000
– – 0.1% 188
2023
Q4 		$386K Hold
12,000
– – 0.1% 180
2023
Q3 		$355K Buy
+12,000
New +$357K 0.11% 178

Other funds holding GSEP

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return