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

Schulz Wealth’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	$3.89M	Buy	+95,087	New	+$3.82M	2.01%	13
2025 Q4	$3.75M	Sell	96,780 -2,985	-3%	-$114K	2.4%	12
2025 Q3	$3.8M	Sell	99,765 -1,255	-1%	-$47K	2.51%	12
2025 Q2	$3.7M	Sell	101,020 -840	-0.8%	-$29.4K	2.77%	11
2025 Q1	$3.52M	Hold	101,860	–	–	2.68%	12
2024 Q4	$3.57M	Hold	101,860	–	–	2.74%	11
2024 Q3	$3.52M	Buy	101,860 +43,716	+75%	+$1.49M	2.72%	12
2024 Q2	$1.97M	Hold	58,144	–	–	1.66%	13
2024 Q1	$1.92M	Hold	58,144	–	–	1.64%	13
2023 Q4	$1.84M	Buy	+58,144	New	+$1.77M	1.76%	12

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

Schulz Wealth's GSEP Position: Q2 2026 in Review

Schulz Wealth opened a new position in FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q2 2026: 95,087 shares worth $3.89M. The stake represents 2.01% of the portfolio and ranks #13 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in GSEP as recently as Q4 2025.

Schulz Wealth first reported a position in GSEP in Q4 2023 and has held it in 10 quarters since. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Schulz Wealth held 95,087 shares of FT Vest US Equity Moderate Buffer ETF September worth $3.89M as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF September was a new Schulz Wealth position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF September made up 2.01% of Schulz Wealth's portfolio in Q2 2026, its #13 holding.
Schulz Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2023 and has held it in 10 quarters since.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.