Wealth Enhancement Advisory Services
FSEP icon

Wealth Enhancement Advisory Services’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Wealth Enhancement Advisory Services’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 		$450K Sell
8,106
-52
-0.6% -$2.8K ﹤0.01% 2788
2026
Q1 		$412K Sell
8,158
-1,511
-16% -$77.9K ﹤0.01% 2485
2025
Q4 		$502K Buy
9,669
+3,306
+52% +$168K ﹤0.01% 2477
2025
Q3 		$322K Buy
+6,363
New +$314K ﹤0.01% 2725

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SB
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's FSEP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its FT Vest US Equity Buffer ETF September (FSEP) stake by 0.64% in Q2 2026, selling an estimated $2.8K and leaving 8,106 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #2788.

Wealth Enhancement Advisory Services first reported a position in FSEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $502K in Q4 2025. 38 funds tracked by Wall St. Rank hold FSEP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,106 shares of FT Vest US Equity Buffer ETF September worth $450K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 52 FT Vest US Equity Buffer ETF September shares in Q2 2026, an estimated $2.8K.
  • FT Vest US Equity Buffer ETF September made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2788 holding.
  • Wealth Enhancement Advisory Services first reported a position in FT Vest US Equity Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's FT Vest US Equity Buffer ETF September position peaked at $502K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.