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Milestone Asset Management’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Milestone Asset Management’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
2025
Q1 		– Sell
-10,410
Closed -$365K – 222
2024
Q4 		$365K Buy
+10,410
New +$364K 0.08% 190

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SW
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SS
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CHC
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Milestone Asset Management's GSEP Position: Q1 2025 in Review

Milestone Asset Management sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q1 2025, closing a stake of 10,410 shares — an estimated $365K sold.

Milestone Asset Management first reported a position in GSEP in Q4 2024 and held it in 1 quarter. The position peaked at $365K in Q4 2024. 71 funds tracked by Wall St. Rank hold GSEP as of Q1 2025.

  • Milestone Asset Management reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Milestone Asset Management sold 10,410 FT Vest US Equity Moderate Buffer ETF September shares in Q1 2025, an estimated $365K.
  • Milestone Asset Management first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2024 and held it in 1 quarter.
  • Milestone Asset Management's FT Vest US Equity Moderate Buffer ETF September position peaked at $365K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q1 2025.

Based on Milestone Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.