Winnow Wealth’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Winnow Wealth’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 Q2	$332K	Sell	12,062 -277	-2%	-$7.51K	0.23%	110
2026 Q1	$323K	Sell	12,339 -1,648	-12%	-$43.7K	0.25%	96
2025 Q4	$378K	Sell	13,987 -1,994	-12%	-$51.1K	0.28%	80
2025 Q3	$416K	Buy	+15,981	New	+$396K	0.33%	77
2025 Q2	–	Sell	-16,864	Closed	-$383K	–	694
2025 Q1	$383K	Sell	16,864 -768	-4%	-$17.3K	0.35%	74
2024 Q4	$382K	Buy	+17,632	New	+$390K	0.38%	75

Other funds holding YSEP

LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Winnow Wealth's YSEP Position: Q2 2026 in Review

Winnow Wealth reduced its FT Vest International Equity Buffer ETF September (YSEP) stake by 2.2% in Q2 2026, selling an estimated $7.51K and leaving 12,062 shares worth $332K. The position accounts for 0.23% of the portfolio, ranked #110.

Winnow Wealth first reported a position in YSEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $416K in Q3 2025. 61 funds tracked by Wall St. Rank hold YSEP as of Q2 2026.

Winnow Wealth held 12,062 shares of FT Vest International Equity Buffer ETF September worth $332K as of Q2 2026.
Winnow Wealth sold 277 FT Vest International Equity Buffer ETF September shares in Q2 2026, an estimated $7.51K.
FT Vest International Equity Buffer ETF September made up 0.23% of Winnow Wealth's portfolio in Q2 2026, its #110 holding.
Winnow Wealth first reported a position in FT Vest International Equity Buffer ETF September in Q4 2024 and has held it in 6 quarters since.
Winnow Wealth's FT Vest International Equity Buffer ETF September position peaked at $416K in Q3 2025.
61 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.