Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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KPWS
Kestra Private Wealth Services’s
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
Stock Holding History
Kestra Private Wealth Services’s Portfolio
XSEP Stock Details
XSEP Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
2024
Q2
$255K
Sell
2024
Q1
$254K
Sell
2023
Q4
$402K
Sell
2023
Q3
$458K
Sell
2023
Q2
$12.9M
Sell
2023
Q1
$12.6M
Buy
2022
Q4
$10.8M
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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