Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History
Bought
Maintained
Sold
Other funds holding FSEP
WAP
RFG
KAS
Kingswood Wealth Advisors's FSEP Position: Q2 2026 in Review
Kingswood Wealth Advisors reduced its FT Vest US Equity Buffer ETF September (FSEP) stake by 12% in Q2 2026, selling an estimated $102K and leaving 13,755 shares worth $758K. The position accounts for 0.03% of the portfolio, ranked #492.
Kingswood Wealth Advisors first reported a position in FSEP in Q4 2023 and has held it in 7 quarters since. The position peaked at $807K in Q4 2025. 151 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.
- Kingswood Wealth Advisors held 13,755 shares of FT Vest US Equity Buffer ETF September worth $758K as of Q2 2026.
- Kingswood Wealth Advisors sold 1,900 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $102K.
- FT Vest US Equity Buffer ETF September made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #492 holding.
- Kingswood Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF September in Q4 2023 and has held it in 7 quarters since.
- Kingswood Wealth Advisors's FT Vest US Equity Buffer ETF September position peaked at $807K in Q4 2025.
- 151 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.