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

Winnow Wealth’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 Q1	–	Sell	-277	Closed	-$14.4K	–	294
2025 Q4	$14.4K	Buy	+277	New	+$14.1K	0.01%	204
2025 Q1	–	Sell	-672	Closed	-$30.6K	–	642
2024 Q4	$30.6K	Buy	+672	New	+$30.6K	0.03%	162

Other funds holding FSEP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Winnow Wealth's FSEP Position: Q1 2026 in Review

Winnow Wealth sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q1 2026, closing a stake of 277 shares — an estimated $14.4K sold.

Winnow Wealth first reported a position in FSEP in Q4 2024 and held it in 2 quarters. The position peaked at $30.6K in Q4 2024. 152 funds tracked by Wall St. Rank hold FSEP as of Q1 2026.

Winnow Wealth reported no remaining FT Vest US Equity Buffer ETF September position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 277 FT Vest US Equity Buffer ETF September shares in Q1 2026, an estimated $14.4K.
Winnow Wealth first reported a position in FT Vest US Equity Buffer ETF September in Q4 2024 and held it in 2 quarters.
Winnow Wealth's FT Vest US Equity Buffer ETF September position peaked at $30.6K in Q4 2024.
152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.