Financial Gravity Asset Management’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-6,723	Closed	-$244K	–	2470
2024 Q1	$244K	Buy	6,723 +2,165	+47%	+$79K	0.03%	172
2023 Q4	$164K	Buy	+4,558	New	+$158K	﹤0.01%	504

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Chris Bulman Roseville, California $228M AUM 16.59% 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

Financial Gravity Asset Management's XSEP Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q2 2024, closing a stake of 6,723 shares — an estimated $244K sold.

Financial Gravity Asset Management first reported a position in XSEP in Q4 2023 and held it in 2 quarters. The position peaked at $244K in Q1 2024. 54 funds tracked by Wall St. Rank hold XSEP as of Q2 2024.

Financial Gravity Asset Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF September position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 6,723 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q2 2024, an estimated $244K.
Financial Gravity Asset Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2023 and held it in 2 quarters.
Financial Gravity Asset Management's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $244K in Q1 2024.
54 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.