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

Evolution 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 Q4	–	Sell	-5,651	Closed	-$215K	–	765
2025 Q3	$215K	Sell	5,651 -1,645	-23%	-$61.5K	0.22%	85
2025 Q2	$268K	Buy	+7,296	New	+$255K	0.33%	57

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MCM

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

KAS

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OWA

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

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

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

Evolution Wealth Management's GSEP Position: Q4 2025 in Review

Evolution Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q4 2025, closing a stake of 5,651 shares — an estimated $215K sold.

Evolution Wealth Management first reported a position in GSEP in Q2 2025 and held it in 2 quarters. The position peaked at $268K in Q2 2025. 127 funds tracked by Wall St. Rank hold GSEP as of Q4 2025.

Evolution Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q4 2025 after selling out during the quarter.
Evolution Wealth Management sold 5,651 FT Vest US Equity Moderate Buffer ETF September shares in Q4 2025, an estimated $215K.
Evolution Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q2 2025 and held it in 2 quarters.
Evolution Wealth Management's FT Vest US Equity Moderate Buffer ETF September position peaked at $268K in Q2 2025.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.