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Caliber Wealth Management (Utah)’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio XSEP Stock Details XSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-182,497
Closed -$5.64M – 93
2022
Q4 		$5.64M Buy
+182,497
New +$5.64M 4.31% 3