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

Crosspoint Financial’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	$321K	Hold	7,660	–	–	0.81%	26
2025 Q4	$325K	Buy	7,660 +1,560	+26%	+$65.3K	0.76%	28
2025 Q3	$254K	Buy	+6,100	New	+$251K	0.62%	32

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

Crosspoint Financial's XSEP Position: Q1 2026 in Review

Crosspoint Financial held its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) position steady in Q1 2026 at 7,660 shares worth $321K. The position accounts for 0.81% of the portfolio, ranked #26.

Crosspoint Financial first reported a position in XSEP in Q3 2025 and has held it in 3 quarters since. The position peaked at $325K in Q4 2025. 67 funds tracked by Wall St. Rank hold XSEP as of Q1 2026.

Crosspoint Financial held 7,660 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $321K as of Q1 2026.
Crosspoint Financial 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 0.81% of Crosspoint Financial's portfolio in Q1 2026, its #26 holding.
Crosspoint Financial first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q3 2025 and has held it in 3 quarters since.
Crosspoint Financial's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $325K in Q4 2025.
67 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q1 2026.

Based on Crosspoint Financial's 13F filing for Q1 2026, filed 13 May 2026.