Integrated Wealth Concepts’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Integrated Wealth Concepts’s Portfolio FSEP Stock Details FSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.03K	Buy	+109	New	+$5.87K	﹤0.01%	4875

Other funds holding FSEP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Integrated Wealth Concepts's FSEP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in FT Vest US Equity Buffer ETF September (FSEP) in Q2 2026: 109 shares worth $6.03K. The stake represents ﹤0.01% of the portfolio and ranks #4875 among its holdings.

150 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

Integrated Wealth Concepts held 109 shares of FT Vest US Equity Buffer ETF September worth $6.03K as of Q2 2026.
FT Vest US Equity Buffer ETF September was a new Integrated Wealth Concepts position in Q2 2026.
FT Vest US Equity Buffer ETF September made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4875 holding.
150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.