LWM
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Lionshead Wealth Management’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Lionshead Wealth Management’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.01M Buy
123,323
+24,999
+25% +$610K 2.78% 9
2025
Q1 		$2.23M Buy
+98,324
New +$2.23M 2.32% 13