Sunbelt Securities’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Sunbelt Securities’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	$2.38M	Sell	62,517 -4,150	-6%	-$161K	0.15%	125
2025 Q4	$2.58M	Sell	66,667 -1,520	-2%	-$58.3K	0.17%	109
2025 Q3	$2.6M	Sell	68,187 -961	-1%	-$36K	0.18%	100
2025 Q2	$2.42M	Hold	69,148	–	–	0.21%	92
2025 Q1	$2.39M	Hold	69,148	–	–	0.21%	84
2024 Q4	$2.43M	Buy	69,148 +51,391	+289%	+$1.8M	0.21%	93
2024 Q3	$614K	Buy	17,757 +15,724	+773%	+$536K	0.06%	306
2024 Q2	$68.7K	Hold	2,033	–	–	0.01%	829
2024 Q1	$67.1K	Hold	2,033	–	–	0.01%	811
2023 Q4	$64.3K	Buy	2,033 +341	+20%	+$10.4K	0.01%	763
2023 Q3	$50K	Buy	+1,692	New	+$50.4K	0.01%	799

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 $87.8M AUM 10.63% 1-Year Est. Return

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

Sunbelt Securities's GSEP Position: Q1 2026 in Review

Sunbelt Securities reduced its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 6.2% in Q1 2026, selling an estimated $161K and leaving 62,517 shares worth $2.38M. The position accounts for 0.15% of the portfolio, ranked #125.

Sunbelt Securities first reported a position in GSEP in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.6M in Q3 2025. 119 funds tracked by Wall St. Rank hold GSEP as of Q1 2026.

Sunbelt Securities held 62,517 shares of FT Vest US Equity Moderate Buffer ETF September worth $2.38M as of Q1 2026.
Sunbelt Securities sold 4,150 FT Vest US Equity Moderate Buffer ETF September shares in Q1 2026, an estimated $161K.
FT Vest US Equity Moderate Buffer ETF September made up 0.15% of Sunbelt Securities's portfolio in Q1 2026, its #125 holding.
Sunbelt Securities first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2023 and has held it in 11 quarters since.
Sunbelt Securities's FT Vest US Equity Moderate Buffer ETF September position peaked at $2.6M in Q3 2025.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.