Atria Investments’s FT Vest U.S. Equity Max Buffer ETF - September SEPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$389K Sell
12,273
-497
-4% -$15.8K ﹤0.01% 1596
2025
Q4
$406K Buy
12,770
+663
+5% +$20.9K ﹤0.01% 1568
2025
Q3
$381K Buy
12,107
+4,791
+65% +$149K ﹤0.01% 1588
2025
Q2
$225K Buy
+7,316
New +$220K ﹤0.01% 1858

Other funds holding SEPM

Atria Investments's SEPM Position: Q1 2026 in Review

Atria Investments reduced its FT Vest U.S. Equity Max Buffer ETF - September (SEPM) stake by 3.9% in Q1 2026, selling an estimated $15.8K and leaving 12,273 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Atria Investments first reported a position in SEPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $406K in Q4 2025. 31 funds tracked by Wall St. Rank hold SEPM as of Q1 2026.

  • Atria Investments held 12,273 shares of FT Vest U.S. Equity Max Buffer ETF - September worth $389K as of Q1 2026.
  • Atria Investments sold 497 FT Vest U.S. Equity Max Buffer ETF - September shares in Q1 2026, an estimated $15.8K.
  • FT Vest U.S. Equity Max Buffer ETF - September made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1596 holding.
  • Atria Investments first reported a position in FT Vest U.S. Equity Max Buffer ETF - September in Q2 2025 and has held it in 4 quarters since.
  • Atria Investments's FT Vest U.S. Equity Max Buffer ETF - September position peaked at $406K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - September as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.