Summit Financial’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Summit Financial’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	$268K	Buy	+6,552	New	+$263K	﹤0.01%	1379

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 22.96% 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

KAS

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

Summit Financial's GSEP Position: Q2 2026 in Review

Summit Financial opened a new position in FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q2 2026: 6,552 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings.

113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

Summit Financial held 6,552 shares of FT Vest US Equity Moderate Buffer ETF September worth $268K as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF September was a new Summit Financial position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF September made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1379 holding.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.