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Whipplewood Advisors’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Whipplewood Advisors’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.4K Sell
2,193
-32
-1% -$849 0.03% 252
2025
Q4 		$57.9K Sell
2,225
-186
-8% -$4.77K 0.04% 189
2025
Q3 		$61.5K Buy
2,411
+144
+6% +$3.57K 0.04% 181
2025
Q2 		$55.3K Sell
2,267
-24,466
-92% -$573K 0.03% 306
2025
Q1 		$49.8K Buy
26,733
+24,633
+1,173% +$555K 0.03% 313
2024
Q4 		$45.6K Buy
+2,100
New +$46.5K 0.03% 324

Other funds holding YSEP

SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Whipplewood Advisors's YSEP Position: Q1 2026 in Review

Whipplewood Advisors reduced its FT Vest International Equity Buffer ETF September (YSEP) stake by 1.4% in Q1 2026, selling an estimated $849 and leaving 2,193 shares worth $57.4K. The position accounts for 0.03% of the portfolio, ranked #252.

Whipplewood Advisors first reported a position in YSEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $61.5K in Q3 2025. 66 funds tracked by Wall St. Rank hold YSEP as of Q1 2026.

  • Whipplewood Advisors held 2,193 shares of FT Vest International Equity Buffer ETF September worth $57.4K as of Q1 2026.
  • Whipplewood Advisors sold 32 FT Vest International Equity Buffer ETF September shares in Q1 2026, an estimated $849.
  • FT Vest International Equity Buffer ETF September made up 0.03% of Whipplewood Advisors's portfolio in Q1 2026, its #252 holding.
  • Whipplewood Advisors first reported a position in FT Vest International Equity Buffer ETF September in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's FT Vest International Equity Buffer ETF September position peaked at $61.5K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.