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	-4,558	Closed	-$164K	–	1812
2024 Q1	$164K	Hold	4,558	–	–	0.05%	139
2023 Q4	$164K	Buy	+4,558	New	+$158K	0.05%	139

Other funds holding XSEP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 4,558 shares — an estimated $164K sold.

Financial Gravity Asset Management first reported a position in XSEP in Q4 2023 and held it in 2 quarters. The position peaked at $164K 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 4,558 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q2 2024, an estimated $164K.
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 $164K 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.