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Advyzon Investment Management’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Advyzon Investment Management’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
2025
Q1 		– Sell
-5,531
Closed -$215K – 310
2024
Q4 		$215K Buy
+5,531
New +$214K 0.08% 216

Other funds holding XSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

Advyzon Investment Management's XSEP Position: Q1 2025 in Review

Advyzon Investment Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q1 2025, closing a stake of 5,531 shares — an estimated $215K sold.

Advyzon Investment Management first reported a position in XSEP in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 59 funds tracked by Wall St. Rank hold XSEP as of Q1 2025.

  • Advyzon Investment Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 5,531 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q1 2025, an estimated $215K.
  • Advyzon Investment Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2024 and held it in 1 quarter.
  • Advyzon Investment Management's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $215K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q1 2025.

Based on Advyzon Investment Management's 13F filing for Q1 2025, filed 9 May 2025.