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

SMART 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
Q1 		$2.01M Buy
52,815
+4,164
+9% +$161K 0.59% 57
2025
Q4 		$1.88M Buy
+48,651
New +$1.87M 0.57% 62

Other funds holding GSEP

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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 $80.8M AUM 9.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SMART Wealth's GSEP Position: Q1 2026 in Review

SMART Wealth increased its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 8.6% in Q1 2026, buying an estimated $161K and bringing the position to 52,815 shares worth $2.01M. The position accounts for 0.59% of the portfolio, ranked #57.

SMART Wealth first reported a position in GSEP in Q4 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold GSEP as of Q1 2026.

  • SMART Wealth held 52,815 shares of FT Vest US Equity Moderate Buffer ETF September worth $2.01M as of Q1 2026.
  • SMART Wealth bought 4,164 FT Vest US Equity Moderate Buffer ETF September shares in Q1 2026, an estimated $161K.
  • FT Vest US Equity Moderate Buffer ETF September made up 0.59% of SMART Wealth's portfolio in Q1 2026, its #57 holding.
  • SMART Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.