Gallagher Fiduciary Advisors’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Gallagher Fiduciary Advisors’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	$721K	Buy	17,595 +4,812	+38%	+$193K	0.02%	144
2026 Q1	$487K	Sell	12,783 -25	-0.2%	-$969	0.02%	167
2025 Q4	$496K	Sell	12,808 -14,894	-54%	-$571K	0.02%	187
2025 Q3	$1.05M	Buy	+27,702	New	+$1.04M	0.04%	77

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

Gallagher Fiduciary Advisors's GSEP Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 38% in Q2 2026, buying an estimated $193K and bringing the position to 17,595 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #144.

Gallagher Fiduciary Advisors first reported a position in GSEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q3 2025. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Gallagher Fiduciary Advisors held 17,595 shares of FT Vest US Equity Moderate Buffer ETF September worth $721K as of Q2 2026.
Gallagher Fiduciary Advisors bought 4,812 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $193K.
FT Vest US Equity Moderate Buffer ETF September made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #144 holding.
Gallagher Fiduciary Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
Gallagher Fiduciary Advisors's FT Vest US Equity Moderate Buffer ETF September position peaked at $1.05M 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 Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.