TopTier Wealth Management’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

TopTier Wealth Management’s Portfolio FSEP Stock Details FSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$316K	Sell	5,741 -14	-0.2%	-$754	0.19%	104
2026 Q1	$290K	Hold	5,755	–	–	0.18%	104
2025 Q4	$297K	Buy	+5,755	New	+$293K	0.2%	103

Other funds holding FSEP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TopTier Wealth Management's FSEP Position: Q2 2026 in Review

TopTier Wealth Management reduced its FT Vest US Equity Buffer ETF September (FSEP) stake by 0.24% in Q2 2026, selling an estimated $754 and leaving 5,741 shares worth $316K. The position accounts for 0.19% of the portfolio, ranked #104.

TopTier Wealth Management first reported a position in FSEP in Q4 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

TopTier Wealth Management held 5,741 shares of FT Vest US Equity Buffer ETF September worth $316K as of Q2 2026.
TopTier Wealth Management sold 14 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $754.
FT Vest US Equity Buffer ETF September made up 0.19% of TopTier Wealth Management's portfolio in Q2 2026, its #104 holding.
TopTier Wealth Management first reported a position in FT Vest US Equity Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.