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

Larson Financial Group’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	$10.8K	Hold	263	–	–	﹤0.01%	2359
2026 Q1	$10K	Sell	263 -535	-67%	-$20.7K	﹤0.01%	2254
2025 Q4	$30.9K	Sell	798 -321	-29%	-$12.3K	﹤0.01%	1475
2025 Q3	$42.6K	Sell	1,119 -383	-25%	-$14.3K	﹤0.01%	1229
2025 Q2	$55.1K	Hold	1,502	–	–	﹤0.01%	1035
2025 Q1	$51.9K	Hold	1,502	–	–	﹤0.01%	1015
2024 Q4	$52.6K	Sell	1,502 -3,970	-73%	-$139K	﹤0.01%	886
2024 Q3	$189K	Hold	5,472	–	–	0.01%	590
2024 Q2	$185K	Hold	5,472	–	–	0.01%	490
2024 Q1	$181K	Hold	5,472	–	–	0.01%	435
2023 Q4	$173K	Buy	+5,472	New	+$166K	0.02%	385

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 22.96% 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

KAS

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

Larson Financial Group's GSEP Position: Q2 2026 in Review

Larson Financial Group held its FT Vest US Equity Moderate Buffer ETF September (GSEP) position steady in Q2 2026 at 263 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Larson Financial Group first reported a position in GSEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $189K in Q3 2024. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Larson Financial Group held 263 shares of FT Vest US Equity Moderate Buffer ETF September worth $10.8K as of Q2 2026.
Larson Financial Group left its FT Vest US Equity Moderate Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF September made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2359 holding.
Larson Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2023 and has held it in 11 quarters since.
Larson Financial Group's FT Vest US Equity Moderate Buffer ETF September position peaked at $189K in Q3 2024.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.