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Gries Financial’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Gries Financial’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
Q3 		$368K Hold
9,673
– – 0.06% 209
2025
Q2 		$355K Hold
9,673
– – 0.06% 202
2025
Q1 		$334K Hold
9,673
– – 0.06% 197
2024
Q4 		$339K Buy
+9,673
New +$338K 0.06% 199

Other funds holding GSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Gries Financial's GSEP Position: Q3 2025 in Review

Gries Financial held its FT Vest US Equity Moderate Buffer ETF September (GSEP) position steady in Q3 2025 at 9,673 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #209.

Gries Financial first reported a position in GSEP in Q4 2024 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold GSEP as of Q3 2025.

  • Gries Financial held 9,673 shares of FT Vest US Equity Moderate Buffer ETF September worth $368K as of Q3 2025.
  • Gries Financial left its FT Vest US Equity Moderate Buffer ETF September share count unchanged in Q3 2025.
  • FT Vest US Equity Moderate Buffer ETF September made up 0.06% of Gries Financial's portfolio in Q3 2025, its #209 holding.
  • Gries Financial first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2024 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.