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

Echo 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
2025 Q3	–	Sell	-6,051	Closed	-$246K	–	46
2025 Q2	$246K	Hold	6,051	–	–	0.15%	43
2025 Q1	$234K	Sell	6,051 -26	-0.4%	-$1.02K	0.16%	46
2024 Q4	$236K	Hold	6,077	–	–	0.16%	44
2024 Q3	$233K	Sell	6,077 -194	-3%	-$7.37K	0.16%	44
2024 Q2	$237K	Sell	6,271 -13	-0.2%	-$485	0.18%	42
2024 Q1	$233K	Sell	6,284 -7,405	-54%	-$270K	0.19%	42
2023 Q4	$491K	Sell	13,689 -297	-2%	-$10.3K	0.46%	28
2023 Q3	$474K	Sell	13,986 -528	-4%	-$18K	0.51%	27
2023 Q2	$494K	Buy	14,514 +556	+4%	+$18.4K	0.53%	27
2023 Q1	$453K	Sell	13,958 -322	-2%	-$10.2K	0.5%	29
2022 Q4	$452K	Sell	14,280 -6,699	-32%	-$205K	0.48%	32
2022 Q3	$631K	Buy	+20,979	New	+$623K	0.83%	26

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Echo Wealth Management's XSEP Position: Q3 2025 in Review

Echo Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q3 2025, closing a stake of 6,051 shares — an estimated $246K sold.

Echo Wealth Management first reported a position in XSEP in Q3 2022 and held it in 12 quarters. The position peaked at $631K in Q3 2022. 66 funds tracked by Wall St. Rank hold XSEP as of Q3 2025.

Echo Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF September position as of Q3 2025 after selling out during the quarter.
Echo Wealth Management sold 6,051 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q3 2025, an estimated $246K.
Echo Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q3 2022 and held it in 12 quarters.
Echo Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $631K in Q3 2022.
66 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q3 2025.

Based on Echo Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.