CAL
SEPM

Capital Analysts LLC’s FT Vest U.S. Equity Max Buffer ETF - September SEPM Stock Holding History

Capital Analysts LLC’s Portfolio SEPM Stock Details SEPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102K Hold
3,107
– – ﹤0.01% 846
2026
Q1 		$98K Hold
3,107
– – ﹤0.01% 804
2025
Q4 		$99K Hold
3,107
– – ﹤0.01% 772
2025
Q3 		$98K Buy
+3,107
New +$96.8K ﹤0.01% 739

Other funds holding SEPM

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Capital Analysts LLC's SEPM Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest U.S. Equity Max Buffer ETF - September (SEPM) position steady in Q2 2026 at 3,107 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Capital Analysts LLC first reported a position in SEPM in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold SEPM as of Q2 2026.

  • Capital Analysts LLC held 3,107 shares of FT Vest U.S. Equity Max Buffer ETF - September worth $102K as of Q2 2026.
  • Capital Analysts LLC left its FT Vest U.S. Equity Max Buffer ETF - September share count unchanged in Q2 2026.
  • FT Vest U.S. Equity Max Buffer ETF - September made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #846 holding.
  • Capital Analysts LLC first reported a position in FT Vest U.S. Equity Max Buffer ETF - September in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - September as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.