AE Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.6K | Sell |
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2025
Q1 | $303K | Sell |
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2024
Q4 | $632K | Buy |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $629K | Buy |
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|
2024
Q1 | $609K | Sell |
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|
2023
Q4 | $768K | Sell |
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|
2023
Q3 | $884K | Sell |
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|
2023
Q2 | $900K | Sell |
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|
2023
Q1 | $867K | Sell |
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|
2022
Q4 | $937K | Buy |
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