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

FSB Premier 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
2026 Q2	$343K	Sell	8,385 -356	-4%	-$14.3K	0.1%	191
2026 Q1	$333K	Sell	8,741 -189	-2%	-$7.33K	0.1%	178
2025 Q4	$346K	Sell	8,930 -801	-8%	-$30.7K	0.11%	170
2025 Q3	$371K	Buy	9,731 +2,674	+38%	+$100K	0.12%	160
2025 Q2	$259K	Sell	7,057 -11	-0.2%	-$385	0.09%	189
2025 Q1	$244K	Hold	7,068	–	–	0.1%	190
2024 Q4	$248K	Buy	7,068 +216	+3%	+$7.55K	0.1%	188
2024 Q3	$237K	Buy	+6,852	New	+$234K	0.1%	188
2024 Q2	–	Sell	-10,271	Closed	-$339K	–	192
2024 Q1	$339K	Hold	10,271	–	–	0.16%	127
2023 Q4	$325K	Hold	10,271	–	–	0.16%	117
2023 Q3	$304K	Buy	+10,271	New	+$306K	0.17%	112

Other funds holding GSEP

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

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

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

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

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

KAS

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FIBOI

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

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

FSB Premier Wealth Management's GSEP Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 4.1% in Q2 2026, selling an estimated $14.3K and leaving 8,385 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #191.

FSB Premier Wealth Management first reported a position in GSEP in Q3 2023 and has held it in 11 quarters since. The position peaked at $371K in Q3 2025. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

FSB Premier Wealth Management held 8,385 shares of FT Vest US Equity Moderate Buffer ETF September worth $343K as of Q2 2026.
FSB Premier Wealth Management sold 356 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $14.3K.
FT Vest US Equity Moderate Buffer ETF September made up 0.1% of FSB Premier Wealth Management's portfolio in Q2 2026, its #191 holding.
FSB Premier Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2023 and has held it in 11 quarters since.
FSB Premier Wealth Management's FT Vest US Equity Moderate Buffer ETF September position peaked at $371K in Q3 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.