Steward Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Steward Partners Investment Advisory’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	$68.8K	Hold	1,679	–	–	﹤0.01%	2783
2026 Q1	$64K	Sell	1,679 -3,000	-64%	-$116K	﹤0.01%	2639
2025 Q4	$181K	Buy	4,679 +479	+11%	+$18.4K	﹤0.01%	1972
2025 Q3	$160K	Buy	4,200 +425	+11%	+$15.9K	﹤0.01%	1974
2025 Q2	$138K	Hold	3,775	–	–	﹤0.01%	1933
2025 Q1	$130K	Sell	3,775 -600	-14%	-$21.1K	﹤0.01%	1861
2024 Q4	$153K	Buy	4,375 +100	+2%	+$3.5K	﹤0.01%	1762
2024 Q3	$148K	Buy	4,275 +1,200	+39%	+$40.9K	﹤0.01%	1675
2024 Q2	$104K	Sell	3,075 -300	-9%	-$9.97K	﹤0.01%	1757
2024 Q1	$111K	Hold	3,375	–	–	﹤0.01%	1709
2023 Q4	$107K	Buy	3,375 +3,300	+4,400%	+$100K	﹤0.01%	1668
2023 Q3	$2.22K	Buy	+75	New	+$2.23K	﹤0.01%	3064

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 22.9% 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

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

Steward Partners Investment Advisory's GSEP Position: Q2 2026 in Review

Steward Partners Investment Advisory held its FT Vest US Equity Moderate Buffer ETF September (GSEP) position steady in Q2 2026 at 1,679 shares worth $68.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

Steward Partners Investment Advisory first reported a position in GSEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $181K in Q4 2025. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Steward Partners Investment Advisory held 1,679 shares of FT Vest US Equity Moderate Buffer ETF September worth $68.8K as of Q2 2026.
Steward Partners Investment Advisory left its FT Vest US Equity Moderate Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF September made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2783 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2023 and has held it in 12 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Moderate Buffer ETF September position peaked at $181K in Q4 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.