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Principal Securities’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Principal Securities’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200
Closed -$4.34K – 3900
2025
Q1 		$4.34K Hold
200
– – ﹤0.01% 2820
2024
Q4 		$4.34K Buy
+200
New +$4.43K ﹤0.01% 2817

Other funds holding YSEP

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $134M AUM 25% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities's YSEP Position: Q2 2025 in Review

Principal Securities sold out of FT Vest International Equity Buffer ETF September (YSEP) in Q2 2025, closing a stake of 200 shares — an estimated $4.34K sold.

Principal Securities first reported a position in YSEP in Q4 2024 and held it in 2 quarters. The position peaked at $4.34K in Q1 2025. 49 funds tracked by Wall St. Rank hold YSEP as of Q2 2025.

  • Principal Securities reported no remaining FT Vest International Equity Buffer ETF September position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 200 FT Vest International Equity Buffer ETF September shares in Q2 2025, an estimated $4.34K.
  • Principal Securities first reported a position in FT Vest International Equity Buffer ETF September in Q4 2024 and held it in 2 quarters.
  • Principal Securities's FT Vest International Equity Buffer ETF September position peaked at $4.34K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.