Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Wealth Enhancement Advisory Services’s
FT Vest International Equity Buffer ETF September
YSEP
Stock Holding History
Wealth Enhancement Advisory Services’s Portfolio
YSEP Stock Details
YSEP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
$303K
Sell
73,845
-1,944
-3%
-$52.7K
﹤0.01%
3194
2026
Q1
$283K
Buy
75,789
+59,931
+378%
+$1.59M
﹤0.01%
2836
2025
Q4
$420K
Buy
15,858
+5,508
+53%
+$141K
﹤0.01%
2622
2025
Q3
$265K
Sell
10,350
-4,044
-28%
-$100K
﹤0.01%
2893
2025
Q2
$351K
Buy
14,394
+4,212
+41%
+$98.7K
﹤0.01%
2509
2025
Q1
$231K
Sell
10,182
-4,360
-30%
-$98.2K
﹤0.01%
2605
2024
Q4
$316K
Buy
+14,542
New
+$322K
﹤0.01%
2341
Other funds holding YSEP
NAM
NorthCrest Asset Manangement
Plymouth, Minnesota
$3.89B AUM
40.33%
1-Year Est. Return
NWMP
Noble Wealth Management PBC
Greenwood Village, Colorado
$223M AUM
16.47%
1-Year Est. Return
PFS
Prospera Financial Services
Dallas, Texas
$6.89B AUM
37.41%
1-Year Est. Return
LSL
Legacy Solutions LLC
Kennett Square, Pennsylvania
$124M AUM
18.89%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close