ORG Partners’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

ORG Partners’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 Q4	$2.26M	Buy	58,263 +39,213	+206%	+$1.5M	0.4%	51
2025 Q3	$940K	Buy	19,050 +9,050	+91%	+$339K	0.17%	128
2025 Q2	$367K	Hold	10,000	–	–	0.08%	220
2025 Q1	$346K	Buy	+10,000	New	+$352K	0.09%	188

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

MCM

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

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

KAS

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 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

ORG Partners's GSEP Position: Q4 2025 in Review

ORG Partners increased its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 206% in Q4 2025, buying an estimated $1.5M and bringing the position to 58,263 shares worth $2.26M. The position accounts for 0.4% of the portfolio, ranked #51.

ORG Partners first reported a position in GSEP in Q1 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold GSEP as of Q4 2025.

ORG Partners held 58,263 shares of FT Vest US Equity Moderate Buffer ETF September worth $2.26M as of Q4 2025.
ORG Partners bought 39,213 FT Vest US Equity Moderate Buffer ETF September shares in Q4 2025, an estimated $1.5M.
FT Vest US Equity Moderate Buffer ETF September made up 0.4% of ORG Partners's portfolio in Q4 2025, its #51 holding.
ORG Partners first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q1 2025 and has held it in 4 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.