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 Q3	$221K	Buy	4,875 +100	+2%	+$4.49K	0.04%	176
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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Cambridge Advisors's XSEP Position: Q3 2026 in Review

Cambridge Advisors increased its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) stake by 2.1% in Q3 2026, buying an estimated $4.49K and bringing the position to 4,875 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #176.

Cambridge Advisors first reported a position in XSEP in Q4 2022 and has held it in 11 quarters since. The position peaked at $666K in Q1 2024. 18 funds tracked by Wall St. Rank hold XSEP as of Q3 2026.

Cambridge Advisors held 4,875 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $221K as of Q3 2026.
Cambridge Advisors bought 100 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q3 2026, an estimated $4.49K.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.04% of Cambridge Advisors's portfolio in Q3 2026, its #176 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 11 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 Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.