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IHT Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

IHT Wealth 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
Q4 		– Sell
-5,600
Closed -$215K – 1224
2024
Q3 		$215K Buy
+5,600
New +$213K 0.01% 1065

Other funds holding XSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

IHT Wealth Management's XSEP Position: Q4 2024 in Review

IHT Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q4 2024, closing a stake of 5,600 shares — an estimated $215K sold.

IHT Wealth Management first reported a position in XSEP in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 61 funds tracked by Wall St. Rank hold XSEP as of Q4 2024.

  • IHT Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 5,600 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q4 2024, an estimated $215K.
  • IHT Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q3 2024 and held it in 1 quarter.
  • IHT Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $215K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.