Cambridge Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Cambridge Advisors’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
2026 Q2	$212K	Buy	+4,775	New	+$209K	0.04%	178
2026 Q1	–	Sell	-4,775	Closed	-$202K	–	182
2025 Q4	$202K	Buy	+4,775	New	+$200K	0.04%	176
2024 Q4	–	Sell	-13,270	Closed	-$509K	–	173
2024 Q3	$509K	Sell	13,270 -3,750	-22%	-$142K	0.11%	115
2024 Q2	$642K	Sell	17,020 -950	-5%	-$35.4K	0.15%	100
2024 Q1	$666K	Sell	17,970 -500	-3%	-$18.2K	0.16%	95
2023 Q4	$663K	Buy	18,470 +15	+0.1%	+$521	0.17%	92
2023 Q3	$626K	Buy	18,455 +11,870	+180%	+$405K	0.17%	94
2023 Q2	$223K	Sell	6,585 -50	-0.8%	-$1.65K	0.06%	156
2023 Q1	$215K	Hold	6,635	–	–	0.06%	168
2022 Q4	$205K	Buy	+6,635	New	+$203K	0.06%	175

Other funds holding XSEP

KIA

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Advisors's XSEP Position: Q2 2026 in Review

Cambridge Advisors opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q2 2026: 4,775 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #178 among its holdings. This is a return to the name: Cambridge Advisors previously reported a position in XSEP as recently as Q4 2025.

Cambridge Advisors first reported a position in XSEP in Q4 2022 and has held it in 10 quarters since. The position peaked at $666K in Q1 2024. 18 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

Cambridge Advisors held 4,775 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $212K as of Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September was a new Cambridge Advisors position in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.04% of Cambridge Advisors's portfolio in Q2 2026, its #178 holding.
Cambridge Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2022 and has held it in 10 quarters since.
Cambridge Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $666K in Q1 2024.
18 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.