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

Mutual 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 Q1	$528K	Hold	13,852	–	–	0.01%	865
2025 Q4	$537K	Hold	13,852	–	–	0.01%	845
2025 Q3	$530K	Buy	+13,852	New	+$518K	0.01%	829

Other funds holding GSEP

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mutual Advisors's GSEP Position: Q1 2026 in Review

Mutual Advisors held its FT Vest US Equity Moderate Buffer ETF September (GSEP) position steady in Q1 2026 at 13,852 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #865.

Mutual Advisors first reported a position in GSEP in Q3 2025 and has held it in 3 quarters since. The position peaked at $537K in Q4 2025. 119 funds tracked by Wall St. Rank hold GSEP as of Q1 2026.

Mutual Advisors held 13,852 shares of FT Vest US Equity Moderate Buffer ETF September worth $528K as of Q1 2026.
Mutual Advisors left its FT Vest US Equity Moderate Buffer ETF September share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF September made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #865 holding.
Mutual Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2025 and has held it in 3 quarters since.
Mutual Advisors's FT Vest US Equity Moderate Buffer ETF September position peaked at $537K in Q4 2025.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.