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Savvy Advisors Inc’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Savvy Advisors Inc’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 		$303K Hold
7,962
– – 0.01% 868
2025
Q4 		$308K Buy
+7,962
New +$305K 0.01% 759

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Commonwealth Equity Services
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Osaic Holdings
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savvy Advisors Inc's GSEP Position: Q1 2026 in Review

Savvy Advisors Inc held its FT Vest US Equity Moderate Buffer ETF September (GSEP) position steady in Q1 2026 at 7,962 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #868.

Savvy Advisors Inc first reported a position in GSEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $308K in Q4 2025. 119 funds tracked by Wall St. Rank hold GSEP as of Q1 2026.

  • Savvy Advisors Inc held 7,962 shares of FT Vest US Equity Moderate Buffer ETF September worth $303K as of Q1 2026.
  • Savvy Advisors Inc left its FT Vest US Equity Moderate Buffer ETF September share count unchanged in Q1 2026.
  • FT Vest US Equity Moderate Buffer ETF September made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #868 holding.
  • Savvy Advisors Inc first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's FT Vest US Equity Moderate Buffer ETF September position peaked at $308K 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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.