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

Spire Wealth Management’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
2025 Q4	–	Sell	-5,527	Closed	-$210K	–	2385
2025 Q3	$210K	Sell	5,527 -2,565	-32%	-$96K	0.01%	771
2025 Q2	$297K	Sell	8,092 -5,519	-41%	-$193K	0.01%	648
2025 Q1	$470K	Sell	13,611 -7,026	-34%	-$248K	0.02%	572
2024 Q4	$723K	Buy	+20,637	New	+$721K	0.02%	470

Other funds holding GSEP

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

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

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Spire Wealth Management's GSEP Position: Q4 2025 in Review

Spire Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q4 2025, closing a stake of 5,527 shares — an estimated $210K sold.

Spire Wealth Management first reported a position in GSEP in Q4 2024 and held it in 4 quarters. The position peaked at $723K in Q4 2024. 127 funds tracked by Wall St. Rank hold GSEP as of Q4 2025.

Spire Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 5,527 FT Vest US Equity Moderate Buffer ETF September shares in Q4 2025, an estimated $210K.
Spire Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2024 and held it in 4 quarters.
Spire Wealth Management's FT Vest US Equity Moderate Buffer ETF September position peaked at $723K in Q4 2024.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.