Legacy Capital Wealth Partners’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Legacy Capital Wealth Partners’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	$215K	Buy	+5,240	New	+$211K	0.04%	353
2026 Q1	–	Sell	-5,240	Closed	-$203K	–	404
2025 Q4	$203K	Buy	+5,240	New	+$201K	0.04%	363

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

Legacy Capital Wealth Partners's GSEP Position: Q2 2026 in Review

Legacy Capital Wealth Partners opened a new position in FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q2 2026: 5,240 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #353 among its holdings. This is a return to the name: Legacy Capital Wealth Partners previously reported a position in GSEP as recently as Q4 2025.

Legacy Capital Wealth Partners first reported a position in GSEP in Q4 2025 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Legacy Capital Wealth Partners held 5,240 shares of FT Vest US Equity Moderate Buffer ETF September worth $215K as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF September was a new Legacy Capital Wealth Partners position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF September made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #353 holding.
Legacy Capital Wealth Partners first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.