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

Nations 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	$217K	Hold	5,305	–	–	0.01%	731
2026 Q1	$202K	Hold	5,305	–	–	0.01%	738
2025 Q4	$206K	Hold	5,305	–	–	0.01%	713
2025 Q3	$202K	Sell	5,305 -1,500	-22%	-$56.1K	0.01%	679
2025 Q2	$250K	Buy	+6,805	New	+$238K	0.02%	596

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

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

Nations Financial Group held its FT Vest US Equity Moderate Buffer ETF September (GSEP) position steady in Q2 2026 at 5,305 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #731.

Nations Financial Group first reported a position in GSEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $250K in Q2 2025. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Nations Financial Group held 5,305 shares of FT Vest US Equity Moderate Buffer ETF September worth $217K as of Q2 2026.
Nations Financial Group left its FT Vest US Equity Moderate Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF September made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #731 holding.
Nations Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q2 2025 and has held it in 5 quarters since.
Nations Financial Group's FT Vest US Equity Moderate Buffer ETF September position peaked at $250K in Q2 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.