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 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return