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Maia Wealth’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Maia Wealth’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-127,099
Closed -$2.86M – 338
2025
Q1 		$2.86M Buy
+127,099
New +$2.86M 0.65% 40

Other funds holding YSEP

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $134M AUM 25% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Maia Wealth's YSEP Position: Q2 2025 in Review

Maia Wealth sold out of FT Vest International Equity Buffer ETF September (YSEP) in Q2 2025, closing a stake of 127,099 shares — an estimated $2.86M sold.

Maia Wealth first reported a position in YSEP in Q1 2025 and held it in 1 quarter. The position peaked at $2.86M in Q1 2025. 49 funds tracked by Wall St. Rank hold YSEP as of Q2 2025.

  • Maia Wealth reported no remaining FT Vest International Equity Buffer ETF September position as of Q2 2025 after selling out during the quarter.
  • Maia Wealth sold 127,099 FT Vest International Equity Buffer ETF September shares in Q2 2025, an estimated $2.86M.
  • Maia Wealth first reported a position in FT Vest International Equity Buffer ETF September in Q1 2025 and held it in 1 quarter.
  • Maia Wealth's FT Vest International Equity Buffer ETF September position peaked at $2.86M in Q1 2025.
  • 49 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q2 2025.

Based on Maia Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.