MBL Wealth’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

MBL Wealth’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	$303K	Buy	7,400 +1,000	+16%	+$40.2K	0.02%	280
2026 Q1	$244K	Hold	6,400	–	–	0.02%	290
2025 Q4	$248K	Buy	+6,400	New	+$245K	0.02%	259

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

MBL Wealth's GSEP Position: Q2 2026 in Review

MBL Wealth increased its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 16% in Q2 2026, buying an estimated $40.2K and bringing the position to 7,400 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #280.

MBL Wealth first reported a position in GSEP in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

MBL Wealth held 7,400 shares of FT Vest US Equity Moderate Buffer ETF September worth $303K as of Q2 2026.
MBL Wealth bought 1,000 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $40.2K.
FT Vest US Equity Moderate Buffer ETF September made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #280 holding.
MBL Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.