Secured Retirement Advisors’s FT Vest U.S. Equity Equal-Weight Buffer ETF September RSSE Stock Holding History

Secured Retirement Advisors’s Portfolio RSSE Stock Details RSSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$650K	Sell	28,097 -3,876	-12%	-$87.1K	0.33%	101
2026 Q1	$688K	Sell	31,973 -2,724	-8%	-$59.5K	0.39%	91
2025 Q4	$743K	Sell	34,697 -10,759	-24%	-$228K	0.41%	84
2025 Q3	$961K	Sell	45,456 -8,416	-16%	-$175K	0.54%	73
2025 Q2	$1.1M	Sell	53,872 -5,900	-10%	-$117K	0.66%	63
2025 Q1	$1.19M	Sell	59,772 -2,331	-4%	-$46.8K	0.76%	53
2024 Q4	$1.23M	Buy	+62,103	New	+$1.25M	0.71%	59

Other funds holding RSSE

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Secured Retirement Advisors's RSSE Position: Q2 2026 in Review

Secured Retirement Advisors reduced its FT Vest U.S. Equity Equal-Weight Buffer ETF September (RSSE) stake by 12% in Q2 2026, selling an estimated $87.1K and leaving 28,097 shares worth $650K. The position accounts for 0.33% of the portfolio, ranked #101.

Secured Retirement Advisors first reported a position in RSSE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q4 2024. 16 funds tracked by Wall St. Rank hold RSSE as of Q2 2026.

Secured Retirement Advisors held 28,097 shares of FT Vest U.S. Equity Equal-Weight Buffer ETF September worth $650K as of Q2 2026.
Secured Retirement Advisors sold 3,876 FT Vest U.S. Equity Equal-Weight Buffer ETF September shares in Q2 2026, an estimated $87.1K.
FT Vest U.S. Equity Equal-Weight Buffer ETF September made up 0.33% of Secured Retirement Advisors's portfolio in Q2 2026, its #101 holding.
Secured Retirement Advisors first reported a position in FT Vest U.S. Equity Equal-Weight Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
Secured Retirement Advisors's FT Vest U.S. Equity Equal-Weight Buffer ETF September position peaked at $1.23M in Q4 2024.
16 funds tracked by Wall St. Rank held FT Vest U.S. Equity Equal-Weight Buffer ETF September as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.