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Wintrust Investments’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Wintrust Investments’s Portfolio GSEP Stock Details GSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$288K Sell
8,233
-11
-0.1% -$385 0.25% 62
2024
Q3 		$285K Buy
+8,244
New +$281K 0.21% 86

Other funds holding GSEP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Wintrust Investments's GSEP Position: Q4 2024 in Review

Wintrust Investments reduced its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 0.13% in Q4 2024, selling an estimated $385 and leaving 8,233 shares worth $288K. The position accounts for 0.25% of the portfolio, ranked #62.

Wintrust Investments first reported a position in GSEP in Q3 2024 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold GSEP as of Q4 2024.

  • Wintrust Investments held 8,233 shares of FT Vest US Equity Moderate Buffer ETF September worth $288K as of Q4 2024.
  • Wintrust Investments sold 11 FT Vest US Equity Moderate Buffer ETF September shares in Q4 2024, an estimated $385.
  • FT Vest US Equity Moderate Buffer ETF September made up 0.25% of Wintrust Investments's portfolio in Q4 2024, its #62 holding.
  • Wintrust Investments first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2024 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.