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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
Q2 		$271K Sell
6,100
-1,560
-20% -$68.2K 0.62% 35
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Crosspoint Financial's XSEP Position: Q2 2026 in Review

Crosspoint Financial reduced its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) stake by 20% in Q2 2026, selling an estimated $68.2K and leaving 6,100 shares worth $271K. The position accounts for 0.62% of the portfolio, ranked #35.

Crosspoint Financial first reported a position in XSEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $325K in Q4 2025. 70 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

  • Crosspoint Financial held 6,100 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $271K as of Q2 2026.
  • Crosspoint Financial sold 1,560 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q2 2026, an estimated $68.2K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.62% of Crosspoint Financial's portfolio in Q2 2026, its #35 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 4 quarters since.
  • Crosspoint Financial's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $325K 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 Crosspoint Financial's 13F filing for Q2 2026, filed 7 Aug 2026.