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

OneDigital Investment 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	$246K	Hold	6,447	–	–	﹤0.01%	1290
2025 Q4	$250K	Buy	+6,447	New	+$247K	﹤0.01%	1320

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 $79.5B AUM 27.1% 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 $31B AUM 28.39% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 14.86% 1-Year Est. Return

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

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

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

OneDigital Investment Advisors's GSEP Position: Q1 2026 in Review

OneDigital Investment Advisors held its FT Vest US Equity Moderate Buffer ETF September (GSEP) position steady in Q1 2026 at 6,447 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

OneDigital Investment Advisors first reported a position in GSEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $250K in Q4 2025. 120 funds tracked by Wall St. Rank hold GSEP as of Q1 2026.

OneDigital Investment Advisors held 6,447 shares of FT Vest US Equity Moderate Buffer ETF September worth $246K as of Q1 2026.
OneDigital Investment 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 OneDigital Investment Advisors's portfolio in Q1 2026, its #1290 holding.
OneDigital Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
OneDigital Investment Advisors's FT Vest US Equity Moderate Buffer ETF September position peaked at $250K in Q4 2025.
120 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.