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

LM Advisors’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	$255K	Buy	6,218 +5,981	+2,524%	+$240K	0.03%	208
2026 Q1	$6.22K	Sell	237 -4	-2%	-$155	0.1%	117
2025 Q4	$6.22K	Sell	241 -5,577	-96%	-$214K	0.11%	111
2025 Q3	$222K	Buy	+5,818	New	+$218K	0.03%	197
2024 Q1	–	Sell	-1,718	Closed	-$54.3K	–	414
2023 Q4	$54.3K	Buy	+1,718	New	+$52.2K	0.01%	319

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

LM Advisors's GSEP Position: Q2 2026 in Review

LM Advisors increased its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 2,524% in Q2 2026, buying an estimated $240K and bringing the position to 6,218 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #208.

LM Advisors first reported a position in GSEP in Q4 2023 and has held it in 5 quarters since. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

LM Advisors held 6,218 shares of FT Vest US Equity Moderate Buffer ETF September worth $255K as of Q2 2026.
LM Advisors bought 5,981 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $240K.
FT Vest US Equity Moderate Buffer ETF September made up 0.03% of LM Advisors's portfolio in Q2 2026, its #208 holding.
LM Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2023 and has held it in 5 quarters since.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

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