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

Diversify Wealth Management’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	$401K	Buy	+9,225	New	+$391K	0.01%	868

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

Diversify Wealth Management's XSEP Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q1 2026: 9,225 shares worth $401K. The stake represents 0.01% of the portfolio and ranks #868 among its holdings.

67 funds tracked by Wall St. Rank hold XSEP as of Q1 2026.

Diversify Wealth Management held 9,225 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $401K as of Q1 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September was a new Diversify Wealth Management position in Q1 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #868 holding.
67 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.