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

Clear Point 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	–	Sell	-21,637	Closed	-$906K	–	127
2026 Q1	$906K	Hold	21,637	–	–	0.7%	30
2025 Q4	$917K	Hold	21,637	–	–	0.71%	41
2025 Q3	$900K	Hold	21,637	–	–	0.7%	40
2025 Q2	$879K	Hold	21,637	–	–	0.74%	36
2025 Q1	$837K	Sell	21,637 -200	-0.9%	-$7.83K	0.75%	40
2024 Q4	$850K	Sell	21,837 -1	-0%	-$39	0.73%	38
2024 Q3	$838K	Sell	21,838 -17	-0.1%	-$646	0.65%	38
2024 Q2	$824K	Hold	21,855	–	–	0.68%	37
2024 Q1	$810K	Buy	21,855 +56	+0.3%	+$2.04K	0.67%	39
2023 Q4	$784K	Buy	+21,799	New	+$757K	0.69%	37

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

Clear Point Advisors's XSEP Position: Q2 2026 in Review

Clear Point Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q2 2026, closing a stake of 21,637 shares — an estimated $906K sold.

Clear Point Advisors first reported a position in XSEP in Q4 2023 and held it in 10 quarters. The position peaked at $917K in Q4 2025. 70 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

Clear Point Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF September position as of Q2 2026 after selling out during the quarter.
Clear Point Advisors sold 21,637 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q2 2026, an estimated $906K.
Clear Point Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2023 and held it in 10 quarters.
Clear Point Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $917K in Q4 2025.
70 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.