Lifestyle Asset Management’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Lifestyle Asset Management’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	-6,050	Closed	-$231K	–	134
2026 Q1	$231K	Hold	6,050	–	–	0.08%	125
2025 Q4	$234K	Hold	6,050	–	–	0.08%	132
2025 Q3	$230K	Buy	+6,050	New	+$226K	0.08%	129

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

Lifestyle Asset Management's GSEP Position: Q2 2026 in Review

Lifestyle Asset Management sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q2 2026, closing a stake of 6,050 shares — an estimated $231K sold.

Lifestyle Asset Management first reported a position in GSEP in Q3 2025 and held it in 3 quarters. The position peaked at $234K in Q4 2025. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Lifestyle Asset Management reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q2 2026 after selling out during the quarter.
Lifestyle Asset Management sold 6,050 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $231K.
Lifestyle Asset Management first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2025 and held it in 3 quarters.
Lifestyle Asset Management's FT Vest US Equity Moderate Buffer ETF September position peaked at $234K in Q4 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.