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 Q3	$311K	Sell	10,977 -1,085	-9%	-$30.5K	0.21%	119
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

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Winnow Wealth's YSEP Position: Q3 2026 in Review

Winnow Wealth reduced its FT Vest International Equity Buffer ETF September (YSEP) stake by 9% in Q3 2026, selling an estimated $30.5K and leaving 10,977 shares worth $311K. The position accounts for 0.21% of the portfolio, ranked #119.

Winnow Wealth first reported a position in YSEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $416K in Q3 2025. 10 funds tracked by Wall St. Rank hold YSEP as of Q3 2026.

Winnow Wealth held 10,977 shares of FT Vest International Equity Buffer ETF September worth $311K as of Q3 2026.
Winnow Wealth sold 1,085 FT Vest International Equity Buffer ETF September shares in Q3 2026, an estimated $30.5K.
FT Vest International Equity Buffer ETF September made up 0.21% of Winnow Wealth's portfolio in Q3 2026, its #119 holding.
Winnow Wealth first reported a position in FT Vest International Equity Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
Winnow Wealth's FT Vest International Equity Buffer ETF September position peaked at $416K in Q3 2025.
10 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.