Crown Wealth Group’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Crown Wealth Group’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
2025 Q4	–	Sell	-4,818	Closed	-$200K	–	150
2025 Q3	$200K	Buy	+4,818	New	+$198K	0.06%	124
2025 Q1	–	Sell	-7,900	Closed	-$307K	–	126
2024 Q4	$307K	Hold	7,900	–	–	0.13%	84
2024 Q3	$303K	Sell	7,900 -2,800	-26%	-$106K	0.13%	85
2024 Q2	$404K	Sell	10,700 -200	-2%	-$7.46K	0.2%	55
2024 Q1	$404K	Hold	10,900	–	–	0.21%	58
2023 Q4	$391K	Sell	10,900 -600	-5%	-$20.8K	0.24%	51
2023 Q3	$390K	Buy	+11,500	New	+$393K	0.29%	40

Other funds holding XSEP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 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

Crown Wealth Group's XSEP Position: Q4 2025 in Review

Crown Wealth Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q4 2025, closing a stake of 4,818 shares — an estimated $200K sold.

Crown Wealth Group first reported a position in XSEP in Q3 2023 and held it in 7 quarters. The position peaked at $404K in Q1 2024. 64 funds tracked by Wall St. Rank hold XSEP as of Q4 2025.

Crown Wealth Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF September position as of Q4 2025 after selling out during the quarter.
Crown Wealth Group sold 4,818 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q4 2025, an estimated $200K.
Crown Wealth Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q3 2023 and held it in 7 quarters.
Crown Wealth Group's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $404K in Q1 2024.
64 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q4 2025.

Based on Crown Wealth Group's 13F filing for Q4 2025, filed 28 Jan 2026.