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

Benson Wealth 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
2026 Q2	$704K	Sell	15,849 -17	-0.1%	-$743	0.71%	36
2026 Q1	$665K	Buy	15,866 +1,815	+13%	+$77K	0.91%	30
2025 Q4	$596K	Buy	+14,051	New	+$588K	0.66%	32

Other funds holding XSEP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Benson Wealth Management's XSEP Position: Q2 2026 in Review

Benson Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) stake by 0.11% in Q2 2026, selling an estimated $743 and leaving 15,849 shares worth $704K. The position accounts for 0.71% of the portfolio, ranked #36.

Benson Wealth Management first reported a position in XSEP in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

Benson Wealth Management held 15,849 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $704K as of Q2 2026.
Benson Wealth Management sold 17 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q2 2026, an estimated $743.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.71% of Benson Wealth Management's portfolio in Q2 2026, its #36 holding.
Benson Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
70 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.