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
NWMP
Blue Bell Private Wealth Management's XSEP Position: Q1 2026 in Review
Blue Bell Private Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) stake by 1.8% in Q1 2026, selling an estimated $8.48K and leaving 10,889 shares worth $456K. The position accounts for 0.07% of the portfolio, ranked #177.
Blue Bell Private Wealth Management first reported a position in XSEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $478K in Q3 2025. 67 funds tracked by Wall St. Rank hold XSEP as of Q1 2026.
- Blue Bell Private Wealth Management held 10,889 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $456K as of Q1 2026.
- Blue Bell Private Wealth Management sold 200 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q1 2026, an estimated $8.48K.
- FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.07% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #177 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 10 quarters since.
- Blue Bell Private Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $478K in Q3 2025.
- 67 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q1 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.