Blue Bell Private Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95K | Sell |
2,340
-60
| -3% | -$2.44K | 0.02% | 315 |
|
|
2025
Q1 | $92.8K | Hold |
2,400
| – | – | 0.02% | 299 |
|
|
2024
Q4 | $93.4K | Hold |
2,400
| – | – | 0.02% | 282 |
|
|
2024
Q3 | $92.1K | Hold |
2,400
| – | – | 0.02% | 284 |
|
|
2024
Q2 | $90.5K | Hold |
2,400
| – | – | 0.02% | 280 |
|
|
2024
Q1 | $88.9K | Hold |
2,400
| – | – | 0.02% | 272 |
|
|
2023
Q4 | $86.1K | Buy |
+2,400
| New | +$86.1K | 0.02% | 250 |
|