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 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

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 $87.8M AUM 10.63% 1-Year Est. Return

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

Outlook Wealth Advisors's GSEP Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 50% in Q1 2026, selling an estimated $5.16M and leaving 135,262 shares worth $5.15M. The position accounts for 1.25% of the portfolio, ranked #16.

Outlook Wealth Advisors first reported a position in GSEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.4M in Q4 2025. 119 funds tracked by Wall St. Rank hold GSEP as of Q1 2026.

Outlook Wealth Advisors held 135,262 shares of FT Vest US Equity Moderate Buffer ETF September worth $5.15M as of Q1 2026.
Outlook Wealth Advisors sold 133,017 FT Vest US Equity Moderate Buffer ETF September shares in Q1 2026, an estimated $5.16M.
FT Vest US Equity Moderate Buffer ETF September made up 1.25% of Outlook Wealth Advisors's portfolio in Q1 2026, its #16 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 2 quarters since.
Outlook Wealth Advisors's FT Vest US Equity Moderate Buffer ETF September position peaked at $10.4M 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 Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.