Creekmur Asset Management’s FT Vest U.S. Equity Max Buffer ETF - September SEPM Stock Holding History

Creekmur Asset Management’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
2025 Q3	$229K	Buy	7,295 +2,922	+67%	+$91K	0.04%	183
2025 Q2	$135K	Hold	4,373	–	–	0.02%	252
2025 Q1	$130K	Sell	4,373 -6,470	-60%	-$194K	0.03%	229
2024 Q4	$323K	Buy	10,843 +10,792	+21,161%	+$321K	0.07%	97
2024 Q3	$1.51K	Buy	+51	New	+$1.51K	﹤0.01%	683

Other funds holding SEPM

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

ATS

Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

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

DLHL

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

KAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BTWM

Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

Creekmur Asset Management's SEPM Position: Q3 2025 in Review

Creekmur Asset Management increased its FT Vest U.S. Equity Max Buffer ETF - September (SEPM) stake by 67% in Q3 2025, buying an estimated $91K and bringing the position to 7,295 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #183.

Creekmur Asset Management first reported a position in SEPM in Q3 2024 and has held it in 5 quarters since. The position peaked at $323K in Q4 2024. 33 funds tracked by Wall St. Rank hold SEPM as of Q3 2025.

Creekmur Asset Management held 7,295 shares of FT Vest U.S. Equity Max Buffer ETF - September worth $229K as of Q3 2025.
Creekmur Asset Management bought 2,922 FT Vest U.S. Equity Max Buffer ETF - September shares in Q3 2025, an estimated $91K.
FT Vest U.S. Equity Max Buffer ETF - September made up 0.04% of Creekmur Asset Management's portfolio in Q3 2025, its #183 holding.
Creekmur Asset Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - September in Q3 2024 and has held it in 5 quarters since.
Creekmur Asset Management's FT Vest U.S. Equity Max Buffer ETF - September position peaked at $323K in Q4 2024.
33 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - September as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.