Truist Financial
GSEP icon

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

Truist 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
Q1 		$939K Buy
24,627
+235
+1% +$9.11K ﹤0.01% 1739
2025
Q4 		$945K Buy
24,392
+4,609
+23% +$177K ﹤0.01% 1690
2025
Q3 		$753K Buy
19,783
+3,295
+20% +$123K ﹤0.01% 1812
2025
Q2 		$605K Buy
16,488
+679
+4% +$23.8K ﹤0.01% 1862
2025
Q1 		$546K Buy
15,809
+3,389
+27% +$119K ﹤0.01% 1821
2024
Q4 		$435K Buy
12,420
+6,444
+108% +$225K ﹤0.01% 1959
2024
Q3 		$207K Sell
5,976
-70
-1% -$2.39K ﹤0.01% 2333
2024
Q2 		$204K Buy
+6,046
New +$201K ﹤0.01% 2493
2024
Q1 		– Sell
-88,229
Closed -$2.79M – 2660
2023
Q4 		$2.79M Buy
+88,229
New +$2.68M ﹤0.01% 1095

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B 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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $80.8M AUM 9.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return