Steward Partners Investment Advisory’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Steward Partners Investment Advisory’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	$43.9K	Hold	1,677	–	–	﹤0.01%	2860
2025 Q4	$43.6K	Hold	1,677	–	–	﹤0.01%	2746
2025 Q3	$42.8K	Buy	1,677 +1,377	+459%	+$34.1K	﹤0.01%	2684
2025 Q2	$7.32K	Hold	300	–	–	﹤0.01%	3340
2025 Q1	$6.82K	Hold	300	–	–	﹤0.01%	3275
2024 Q4	$6.51K	Hold	300	–	–	﹤0.01%	3269
2024 Q3	$6.85K	Hold	300	–	–	﹤0.01%	3092
2024 Q2	$6.47K	Hold	300	–	–	﹤0.01%	2965
2024 Q1	$6.48K	Hold	300	–	–	﹤0.01%	2966
2023 Q4	$6.22K	Buy	+300	New	+$5.88K	﹤0.01%	2883

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 $5.84B AUM 16.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Steward Partners Investment Advisory held its FT Vest International Equity Buffer ETF September (YSEP) position steady in Q1 2026 at 1,677 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

Steward Partners Investment Advisory first reported a position in YSEP in Q4 2023 and has held it in 10 quarters since. 66 funds tracked by Wall St. Rank hold YSEP as of Q1 2026.

Steward Partners Investment Advisory held 1,677 shares of FT Vest International Equity Buffer ETF September worth $43.9K as of Q1 2026.
Steward Partners Investment Advisory left its FT Vest International Equity Buffer ETF September share count unchanged in Q1 2026.
FT Vest International Equity Buffer ETF September made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2860 holding.
Steward Partners Investment Advisory first reported a position in FT Vest International Equity Buffer ETF September in Q4 2023 and has held it in 10 quarters since.
66 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q1 2026.

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