Grantvest Financial Group’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Grantvest Financial Group’s Portfolio YSEP Stock Details YSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$277K	Hold	10,040	–	–	0.16%	152
2026 Q1	$263K	Sell	10,040 -228	-2%	-$6.05K	0.17%	144
2025 Q4	$267K	Buy	+10,268	New	+$263K	0.17%	138

Other funds holding YSEP

LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Grantvest Financial Group's YSEP Position: Q2 2026 in Review

Grantvest Financial Group held its FT Vest International Equity Buffer ETF September (YSEP) position steady in Q2 2026 at 10,040 shares worth $277K. The position accounts for 0.16% of the portfolio, ranked #152.

Grantvest Financial Group first reported a position in YSEP in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold YSEP as of Q2 2026.

Grantvest Financial Group held 10,040 shares of FT Vest International Equity Buffer ETF September worth $277K as of Q2 2026.
Grantvest Financial Group left its FT Vest International Equity Buffer ETF September share count unchanged in Q2 2026.
FT Vest International Equity Buffer ETF September made up 0.16% of Grantvest Financial Group's portfolio in Q2 2026, its #152 holding.
Grantvest Financial Group first reported a position in FT Vest International Equity Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
61 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.