Echo Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $236K | Hold |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $491K | Sell |
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|
2023
Q3 | $474K | Sell |
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|
2023
Q2 | $494K | Buy |
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|
2023
Q1 | $453K | Sell |
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|
2022
Q4 | $452K | Sell |
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|
2022
Q3 | $631K | Buy |
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