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World Equity Group’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

World Equity Group’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
2025
Q4 		– Sell
-14,103
Closed -$537K – 356
2025
Q3 		$537K Buy
+14,103
New +$528K 0.12% 169

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AWM
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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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

World Equity Group's GSEP Position: Q4 2025 in Review

World Equity Group sold out of FT Vest US Equity Moderate Buffer ETF September (GSEP) in Q4 2025, closing a stake of 14,103 shares — an estimated $537K sold.

World Equity Group first reported a position in GSEP in Q3 2025 and held it in 1 quarter. The position peaked at $537K in Q3 2025. 127 funds tracked by Wall St. Rank hold GSEP as of Q4 2025.

  • World Equity Group reported no remaining FT Vest US Equity Moderate Buffer ETF September position as of Q4 2025 after selling out during the quarter.
  • World Equity Group sold 14,103 FT Vest US Equity Moderate Buffer ETF September shares in Q4 2025, an estimated $537K.
  • World Equity Group first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q3 2025 and held it in 1 quarter.
  • World Equity Group's FT Vest US Equity Moderate Buffer ETF September position peaked at $537K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q4 2025.

Based on World Equity Group's 13F filing for Q4 2025, filed 12 Jan 2026.