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 Q2	–	Sell	-2,807	Closed	-$107K	–	457
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

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 22.9% 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

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

Guardian Wealth Advisors (North Carolina)'s GSEP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q2 2026, closing a stake of 2,807 shares — an estimated $107K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in GSEP in Q4 2023 and held it in 8 quarters. The position peaked at $107K in Q1 2026. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,807 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $107K.
Guardian Wealth Advisors (North Carolina) first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2023 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s FT Vest US Equity Moderate Buffer ETF September position peaked at $107K in Q1 2026.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.