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Global Retirement Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Global Retirement Partners’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
2025
Q4 		$117K Hold
2,750
– – ﹤0.01% 1819
2025
Q3 		$114K Hold
2,750
– – ﹤0.01% 1461
2025
Q2 		$112K Buy
+2,750
New +$107K ﹤0.01% 1377
2024
Q4 		$107K Buy
+2,750
New +$107K ﹤0.01% 1237

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KAS
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Global Retirement Partners's XSEP Position: Q4 2025 in Review

Global Retirement Partners held its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) position steady in Q4 2025 at 2,750 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Global Retirement Partners first reported a position in XSEP in Q4 2024 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold XSEP as of Q4 2025.

  • Global Retirement Partners held 2,750 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $117K as of Q4 2025.
  • Global Retirement Partners left its FT Vest US Equity Enhance & Moderate Buffer ETF September share count unchanged in Q4 2025.
  • FT Vest US Equity Enhance & Moderate Buffer ETF September made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1819 holding.
  • Global Retirement Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2024 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.