Kraematon Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Kraematon Investment Advisors’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	$1.84M	Sell	41,417 -6,378	-13%	-$279K	1.37%	23
2026 Q1	$2M	Sell	47,795 -5,478	-10%	-$232K	1.63%	22
2025 Q4	$2.26M	Sell	53,273 -675	-1%	-$28.3K	1.8%	17
2025 Q3	$2.24M	Sell	53,948 -3,164	-6%	-$130K	1.92%	16
2025 Q2	$2.32M	Sell	57,112 -1,025	-2%	-$40.1K	2.19%	14
2025 Q1	$2.25M	Sell	58,137 -1,191	-2%	-$46.6K	2.29%	14
2024 Q4	$2.31M	Sell	59,328 -330	-0.6%	-$12.8K	2.28%	12
2024 Q3	$2.29M	Sell	59,658 -714	-1%	-$27.1K	2.25%	16
2024 Q2	$2.28M	Sell	60,372 -109	-0.2%	-$4.06K	2.31%	15
2024 Q1	$2.24M	Sell	60,481 -619	-1%	-$22.6K	2.26%	13
2023 Q4	$2.19M	Buy	+61,100	New	+$2.12M	2.41%	14

Other funds holding XSEP

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NWMP

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

Kraematon Investment Advisors's XSEP Position: Q2 2026 in Review

Kraematon Investment Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) stake by 13% in Q2 2026, selling an estimated $279K and leaving 41,417 shares worth $1.84M. The position accounts for 1.37% of the portfolio, ranked #23.

Kraematon Investment Advisors first reported a position in XSEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.32M in Q2 2025. 70 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

Kraematon Investment Advisors held 41,417 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $1.84M as of Q2 2026.
Kraematon Investment Advisors sold 6,378 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q2 2026, an estimated $279K.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 1.37% of Kraematon Investment Advisors's portfolio in Q2 2026, its #23 holding.
Kraematon Investment Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2023 and has held it in 11 quarters since.
Kraematon Investment Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $2.32M in Q2 2025.
70 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.