Envestnet Asset Management
SEPM

Envestnet Asset Management’s FT Vest U.S. Equity Max Buffer ETF - September SEPM Stock Holding History

Envestnet Asset Management’s Portfolio SEPM Stock Details SEPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245K Buy
7,469
+301
+4% +$9.78K ﹤0.01% 4552
2026
Q1 		$227K Buy
+7,168
New +$228K ﹤0.01% 4441

Other funds holding SEPM

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Envestnet Asset Management's SEPM Position: Q2 2026 in Review

Envestnet Asset Management increased its FT Vest U.S. Equity Max Buffer ETF - September (SEPM) stake by 4.2% in Q2 2026, buying an estimated $9.78K and bringing the position to 7,469 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #4552.

Envestnet Asset Management first reported a position in SEPM in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold SEPM as of Q2 2026.

  • Envestnet Asset Management held 7,469 shares of FT Vest U.S. Equity Max Buffer ETF - September worth $245K as of Q2 2026.
  • Envestnet Asset Management bought 301 FT Vest U.S. Equity Max Buffer ETF - September shares in Q2 2026, an estimated $9.78K.
  • FT Vest U.S. Equity Max Buffer ETF - September made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4552 holding.
  • Envestnet Asset Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - September in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - September as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.