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

Outlook Wealth 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 Q2	$243K	Sell	5,935 -129,327	-96%	-$5.2M	0.05%	281
2026 Q1	$5.15M	Sell	135,262 -133,017	-50%	-$5.16M	1.25%	16
2025 Q4	$10.4M	Buy	+268,279	New	+$10.3M	2.35%	8

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

Outlook Wealth Advisors's GSEP Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 96% in Q2 2026, selling an estimated $5.2M and leaving 5,935 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #281.

Outlook Wealth Advisors first reported a position in GSEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.4M in Q4 2025. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Outlook Wealth Advisors held 5,935 shares of FT Vest US Equity Moderate Buffer ETF September worth $243K as of Q2 2026.
Outlook Wealth Advisors sold 129,327 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $5.2M.
FT Vest US Equity Moderate Buffer ETF September made up 0.05% of Outlook Wealth Advisors's portfolio in Q2 2026, its #281 holding.
Outlook Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
Outlook Wealth Advisors's FT Vest US Equity Moderate Buffer ETF September position peaked at $10.4M in Q4 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.