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 Q2	$284K	Sell	6,393 -305	-5%	-$13.3K	0.1%	133
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 $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIA

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Chris Bulman's XSEP Position: Q2 2026 in Review

Chris Bulman reduced its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) stake by 4.6% in Q2 2026, selling an estimated $13.3K and leaving 6,393 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #133.

Chris Bulman first reported a position in XSEP in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.06M in Q3 2024. 70 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

Chris Bulman held 6,393 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $284K as of Q2 2026.
Chris Bulman sold 305 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q2 2026, an estimated $13.3K.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.1% of Chris Bulman's portfolio in Q2 2026, its #133 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 9 quarters since.
Chris Bulman's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $3.06M in Q3 2024.
70 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.