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

DHJJ Financial 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	$99.7K	Hold	2,246	–	–	0.03%	314
2026 Q1	$94.1K	Hold	2,246	–	–	0.03%	296
2025 Q4	$95.2K	Hold	2,246	–	–	0.03%	284
2025 Q3	$93.4K	Hold	2,246	–	–	0.03%	272
2025 Q2	$91.2K	Buy	2,246 +261	+13%	+$10.2K	0.03%	263
2025 Q1	$76.8K	Hold	1,985	–	–	0.03%	259
2024 Q4	$77.2K	Hold	1,985	–	–	0.03%	250
2024 Q3	$76.2K	Hold	1,985	–	–	0.03%	246
2024 Q2	$74.9K	Hold	1,985	–	–	0.03%	232
2024 Q1	$73.5K	Hold	1,985	–	–	0.03%	223
2023 Q4	$71.2K	Buy	1,985 +1,315	+196%	+$45.7K	0.03%	218
2023 Q3	$22.7K	Buy	+670	New	+$22.9K	0.01%	340

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

DHJJ Financial Advisors's XSEP Position: Q2 2026 in Review

DHJJ Financial Advisors held its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) position steady in Q2 2026 at 2,246 shares worth $99.7K. The position accounts for 0.03% of the portfolio, ranked #314.

DHJJ Financial Advisors first reported a position in XSEP in Q3 2023 and has held it in 12 quarters since. 70 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

DHJJ Financial Advisors held 2,246 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $99.7K as of Q2 2026.
DHJJ Financial Advisors left its FT Vest US Equity Enhance & Moderate Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #314 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q3 2023 and has held it in 12 quarters since.
70 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.