FIA
SEPM

Foundations Investment Advisors’s FT Vest U.S. Equity Max Buffer ETF - September SEPM Stock Holding History

Foundations Investment Advisors’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 		– Sell
-8,260
Closed -$261K – 1330
2026
Q1 		$261K Sell
8,260
-983
-11% -$31.3K ﹤0.01% 968
2025
Q4 		$294K Buy
+9,243
New +$292K ﹤0.01% 900
2025
Q1 		– Sell
-249,744
Closed -$7.45M – 938
2024
Q4 		$7.45M Buy
+249,744
New +$7.43M 0.14% 141

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

Foundations Investment Advisors's SEPM Position: Q2 2026 in Review

Foundations Investment Advisors sold out of FT Vest U.S. Equity Max Buffer ETF - September (SEPM) in Q2 2026, closing a stake of 8,260 shares — an estimated $261K sold.

Foundations Investment Advisors first reported a position in SEPM in Q4 2024 and held it in 3 quarters. The position peaked at $7.45M in Q4 2024. 31 funds tracked by Wall St. Rank hold SEPM as of Q2 2026.

  • Foundations Investment Advisors reported no remaining FT Vest U.S. Equity Max Buffer ETF - September position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 8,260 FT Vest U.S. Equity Max Buffer ETF - September shares in Q2 2026, an estimated $261K.
  • Foundations Investment Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - September in Q4 2024 and held it in 3 quarters.
  • Foundations Investment Advisors's FT Vest U.S. Equity Max Buffer ETF - September position peaked at $7.45M in Q4 2024.
  • 31 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - September as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.