Financial Guidance Group’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Financial Guidance Group’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
2026 Q2	$364K	Hold	8,200	–	–	0.14%	72
2026 Q1	$343K	Hold	8,200	–	–	0.14%	72
2025 Q4	$348K	Hold	8,200	–	–	0.14%	71
2025 Q3	$341K	Hold	8,200	–	–	0.15%	66
2025 Q2	$333K	Hold	8,200	–	–	0.16%	66
2025 Q1	$317K	Sell	8,200 -400	-5%	-$15.7K	0.17%	58
2024 Q4	$335K	Hold	8,600	–	–	0.18%	59
2024 Q3	$330K	Hold	8,600	–	–	0.19%	59
2024 Q2	$324K	Hold	8,600	–	–	0.2%	58
2024 Q1	$319K	Hold	8,600	–	–	0.21%	49
2023 Q4	$309K	Hold	8,600	–	–	0.21%	48
2023 Q3	$292K	Hold	8,600	–	–	0.22%	46
2023 Q2	$292K	Hold	8,600	–	–	0.21%	47
2023 Q1	$279K	Hold	8,600	–	–	0.21%	45
2022 Q4	$266K	Hold	8,600	–	–	0.22%	46
2022 Q3	$253K	Buy	+8,600	New	+$256K	0.2%	46

Other funds holding XSEP

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

KAS

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

KIA

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

NWMP

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Guidance Group's XSEP Position: Q2 2026 in Review

Financial Guidance Group held its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) position steady in Q2 2026 at 8,200 shares worth $364K. The position accounts for 0.14% of the portfolio, ranked #72.

Financial Guidance Group first reported a position in XSEP in Q3 2022 and has held it in 16 quarters since. 29 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

Financial Guidance Group held 8,200 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $364K as of Q2 2026.
Financial Guidance Group left its FT Vest US Equity Enhance & Moderate Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.14% of Financial Guidance Group's portfolio in Q2 2026, its #72 holding.
Financial Guidance Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q3 2022 and has held it in 16 quarters since.
29 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.