Superior Planning, LLC’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Superior Planning, LLC’s Portfolio XSEP Stock Details XSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$228K	Buy	+5,037	New	+$226K	0.09%	150

Other funds holding XSEP

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 18.69% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

NWMP

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

Superior Planning, LLC's XSEP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q3 2026: 5,037 shares worth $228K. The stake represents 0.09% of the portfolio and ranks #150 among its holdings.

49 funds tracked by Wall St. Rank hold XSEP as of Q3 2026.

Superior Planning, LLC held 5,037 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $228K as of Q3 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September was a new Superior Planning, LLC position in Q3 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.09% of Superior Planning, LLC's portfolio in Q3 2026, its #150 holding.
49 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.