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

Chris Bulman’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 Q1	$281K	Hold	6,698	–	–	0.12%	107
2025 Q4	$284K	Sell	6,698 -269	-4%	-$11.3K	0.13%	104
2025 Q3	$290K	Sell	6,967 -66	-0.9%	-$2.72K	0.15%	98
2025 Q2	$286K	Sell	7,033 -67,292	-91%	-$2.63M	0.16%	88
2025 Q1	$2.87M	Sell	74,325 -3,031	-4%	-$119K	1.81%	12
2024 Q4	$3.01M	Sell	77,356 -2,328	-3%	-$90.2K	1.92%	11
2024 Q3	$3.06M	Sell	79,684 -1,256	-2%	-$47.7K	2.08%	11
2024 Q2	$3.05M	Buy	+80,940	New	+$3.02M	2.09%	11

Other funds holding XSEP

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NWMP

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

Chris Bulman's XSEP Position: Q1 2026 in Review

Chris Bulman held its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) position steady in Q1 2026 at 6,698 shares worth $281K. The position accounts for 0.12% of the portfolio, ranked #107.

Chris Bulman first reported a position in XSEP in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.06M in Q3 2024. 67 funds tracked by Wall St. Rank hold XSEP as of Q1 2026.

Chris Bulman held 6,698 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $281K as of Q1 2026.
Chris Bulman left its FT Vest US Equity Enhance & Moderate Buffer ETF September share count unchanged in Q1 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.12% of Chris Bulman's portfolio in Q1 2026, its #107 holding.
Chris Bulman first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q2 2024 and has held it in 8 quarters since.
Chris Bulman's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $3.06M in Q3 2024.
67 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q1 2026.

Based on Chris Bulman's 13F filing for Q1 2026, filed 13 Apr 2026.