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Triad Wealth Partners’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Triad Wealth Partners’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 		– Sell
-4,361
Closed -$219K – 574
2026
Q1 		$219K Buy
+4,361
New +$225K 0.02% 455

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Triad Wealth Partners's FSEP Position: Q2 2026 in Review

Triad Wealth Partners sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q2 2026, closing a stake of 4,361 shares — an estimated $219K sold.

Triad Wealth Partners first reported a position in FSEP in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 151 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

  • Triad Wealth Partners reported no remaining FT Vest US Equity Buffer ETF September position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 4,361 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $219K.
  • Triad Wealth Partners first reported a position in FT Vest US Equity Buffer ETF September in Q1 2026 and held it in 1 quarter.
  • Triad Wealth Partners's FT Vest US Equity Buffer ETF September position peaked at $219K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.