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 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Partners Investment Advisory's GSEP Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 64% in Q1 2026, selling an estimated $116K and leaving 1,679 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

Steward Partners Investment Advisory first reported a position in GSEP in Q3 2023 and has held it in 11 quarters since. The position peaked at $181K in Q4 2025. 119 funds tracked by Wall St. Rank hold GSEP as of Q1 2026.

Steward Partners Investment Advisory held 1,679 shares of FT Vest US Equity Moderate Buffer ETF September worth $64K as of Q1 2026.
Steward Partners Investment Advisory sold 3,000 FT Vest US Equity Moderate Buffer ETF September shares in Q1 2026, an estimated $116K.
FT Vest US Equity Moderate Buffer ETF September made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2639 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 11 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Moderate Buffer ETF September position peaked at $181K in Q4 2025.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.