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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-182,497
Closed -$5.64M – 93
2022
Q4 		$5.64M Buy
+182,497
New +$5.57M 4.31% 3

Other funds holding XSEP

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Caliber Wealth Management (Utah)'s XSEP Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q1 2023, closing a stake of 182,497 shares — an estimated $5.64M sold.

Caliber Wealth Management (Utah) first reported a position in XSEP in Q4 2022 and held it in 1 quarter. The position peaked at $5.64M in Q4 2022. 45 funds tracked by Wall St. Rank hold XSEP as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF September position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 182,497 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q1 2023, an estimated $5.64M.
  • Caliber Wealth Management (Utah) first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $5.64M in Q4 2022.
  • 45 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.