Blue Bell Private Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History
Bought
Maintained
Sold
Other funds holding XSEP
KAS
KIA
Blue Bell Private Wealth Management's XSEP Position: Q2 2026 in Review
Blue Bell Private Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) stake by 0.46% in Q2 2026, selling an estimated $2.19K and leaving 10,839 shares worth $481K. The position accounts for 0.06% of the portfolio, ranked #193.
Blue Bell Private Wealth Management first reported a position in XSEP in Q4 2023 and has held it in 11 quarters since. 70 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.
- Blue Bell Private Wealth Management held 10,839 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $481K as of Q2 2026.
- Blue Bell Private Wealth Management sold 50 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q2 2026, an estimated $2.19K.
- FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.06% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #193 holding.
- Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2023 and has held it in 11 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 Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.