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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

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

Schulz Wealth Mansfield, Texas $194M AUM

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EPG Wealth Management's GSEP Position: Q2 2025 in Review

EPG Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q2 2025, closing a stake of 300 shares — an estimated $10.4K sold.

EPG Wealth Management first reported a position in GSEP in Q3 2023 and held it in 6 quarters. The position peaked at $396K in Q1 2024. 79 funds tracked by Wall St. Rank hold GSEP as of Q2 2025.

EPG Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 300 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2025, an estimated $10.4K.
EPG Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2023 and held it in 6 quarters.
EPG Wealth Management's FT Vest US Equity Moderate Buffer ETF September position peaked at $396K in Q1 2024.
79 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.