LM Advisors’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

LM Advisors’s Portfolio FSEP Stock Details FSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$805K	Buy	14,622 +13,886	+1,887%	+$747K	0.09%	122
2026 Q1	$14.6K	Sell	736 -2	-0.3%	-$103	0.23%	78
2025 Q4	$14.3K	Sell	738 -9,262	-93%	-$472K	0.26%	76
2025 Q3	$505K	Buy	10,000 +1,000	+11%	+$49.3K	0.07%	134
2025 Q2	$432K	Buy	+9,000	New	+$408K	0.06%	134

Other funds holding FSEP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LM Advisors's FSEP Position: Q2 2026 in Review

LM Advisors increased its FT Vest US Equity Buffer ETF September (FSEP) stake by 1,887% in Q2 2026, buying an estimated $747K and bringing the position to 14,622 shares worth $805K. The position accounts for 0.09% of the portfolio, ranked #122.

LM Advisors first reported a position in FSEP in Q2 2025 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

LM Advisors held 14,622 shares of FT Vest US Equity Buffer ETF September worth $805K as of Q2 2026.
LM Advisors bought 13,886 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $747K.
FT Vest US Equity Buffer ETF September made up 0.09% of LM Advisors's portfolio in Q2 2026, its #122 holding.
LM Advisors first reported a position in FT Vest US Equity Buffer ETF September in Q2 2025 and has held it in 5 quarters since.
151 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.