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Merit Financial Group’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Merit Financial Group’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 		– Sell
-7,116
Closed -$271K – 2394
2026
Q1 		$271K Sell
7,116
-2,000
-22% -$77.6K ﹤0.01% 1718
2025
Q4 		$353K Sell
9,116
-281
-3% -$10.8K ﹤0.01% 1467
2025
Q3 		$358K Buy
+9,397
New +$352K ﹤0.01% 1339

Other funds holding GSEP

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Merit Financial Group's GSEP Position: Q2 2026 in Review

Merit Financial Group sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q2 2026, closing a stake of 7,116 shares — an estimated $271K sold.

Merit Financial Group first reported a position in GSEP in Q3 2025 and held it in 3 quarters. The position peaked at $358K in Q3 2025. 13 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

  • Merit Financial Group reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 7,116 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $271K.
  • Merit Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2025 and held it in 3 quarters.
  • Merit Financial Group's FT Vest US Equity Moderate Buffer ETF September position peaked at $358K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.