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Pacific Excel Wealth Advisors’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Pacific Excel Wealth Advisors’s Portfolio FSEP Stock Details FSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,010
Closed -$252K – 264
2026
Q1 		$252K Buy
+5,010
New +$258K 0.27% 111

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Pacific Excel Wealth Advisors's FSEP Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q2 2026, closing a stake of 5,010 shares — an estimated $252K sold.

Pacific Excel Wealth Advisors first reported a position in FSEP in Q1 2026 and held it in 1 quarter. The position peaked at $252K in Q1 2026. 151 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF September position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 5,010 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $252K.
  • Pacific Excel Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF September in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's FT Vest US Equity Buffer ETF September position peaked at $252K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.