Sigma Planning Corp’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Sigma Planning Corp’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
2026 Q1	–	Sell	-8,477	Closed	-$221K	–	1414
2025 Q4	$221K	Sell	8,477 -8,513	-50%	-$218K	0.01%	1174
2025 Q3	$433K	Buy	16,990 +532	+3%	+$13.2K	0.01%	872
2025 Q2	$402K	Sell	16,458 -409	-2%	-$9.59K	0.01%	869
2025 Q1	$383K	Sell	16,867 -248	-1%	-$5.59K	0.01%	833
2024 Q4	$371K	Buy	17,115 +1,647	+11%	+$36.5K	0.01%	850
2024 Q3	$353K	Buy	+15,468	New	+$343K	0.01%	886

Other funds holding YSEP

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sigma Planning Corp's YSEP Position: Q1 2026 in Review

Sigma Planning Corp sold out of FT Vest International Equity Buffer ETF September (YSEP) in Q1 2026, closing a stake of 8,477 shares — an estimated $221K sold.

Sigma Planning Corp first reported a position in YSEP in Q3 2024 and held it in 6 quarters. The position peaked at $433K in Q3 2025. 66 funds tracked by Wall St. Rank hold YSEP as of Q1 2026.

Sigma Planning Corp reported no remaining FT Vest International Equity Buffer ETF September position as of Q1 2026 after selling out during the quarter.
Sigma Planning Corp sold 8,477 FT Vest International Equity Buffer ETF September shares in Q1 2026, an estimated $221K.
Sigma Planning Corp first reported a position in FT Vest International Equity Buffer ETF September in Q3 2024 and held it in 6 quarters.
Sigma Planning Corp's FT Vest International Equity Buffer ETF September position peaked at $433K in Q3 2025.
66 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.