Guardian Wealth Advisors (North Carolina)’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$107K	Buy	+2,807	New	+$109K	0.01%	390
2025 Q3	–	Sell	-2,807	Closed	-$103K	–	426
2025 Q2	$103K	Hold	2,807	–	–	0.01%	365
2025 Q1	$96.9K	Hold	2,807	–	–	0.01%	351
2024 Q4	$98.4K	Hold	2,807	–	–	0.01%	341
2024 Q3	$97.1K	Hold	2,807	–	–	0.01%	286
2024 Q2	$94.9K	Hold	2,807	–	–	0.01%	276
2024 Q1	$92.7K	Hold	2,807	–	–	0.01%	288
2023 Q4	$88.7K	Buy	+2,807	New	+$85.2K	0.01%	271

Other funds holding GSEP

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s GSEP Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q1 2026: 2,807 shares worth $107K. The stake represents 0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in GSEP as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in GSEP in Q4 2023 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold GSEP as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 2,807 shares of FT Vest US Equity Moderate Buffer ETF September worth $107K as of Q1 2026.
FT Vest US Equity Moderate Buffer ETF September was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
FT Vest US Equity Moderate Buffer ETF September made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #390 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2023 and has held it in 8 quarters since.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.