LifeWealth Investments’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

LifeWealth Investments’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	$203K	Buy	+4,575	New	+$200K	0.05%	135
2026 Q1	–	Sell	-5,083	Closed	-$215K	–	167
2025 Q4	$215K	Hold	5,083	–	–	0.07%	144
2025 Q3	$211K	Sell	5,083 -1,550	-23%	-$63.8K	0.07%	141
2025 Q2	$269K	Sell	6,633 -1,056	-14%	-$41.3K	0.1%	123
2025 Q1	$297K	Buy	+7,689	New	+$301K	0.14%	100

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

KIA

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 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

LifeWealth Investments's XSEP Position: Q2 2026 in Review

LifeWealth Investments opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q2 2026: 4,575 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #135 among its holdings. This is a return to the name: LifeWealth Investments previously reported a position in XSEP as recently as Q4 2025.

LifeWealth Investments first reported a position in XSEP in Q1 2025 and has held it in 5 quarters since. The position peaked at $297K in Q1 2025. 70 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

LifeWealth Investments held 4,575 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $203K as of Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September was a new LifeWealth Investments position in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.05% of LifeWealth Investments's portfolio in Q2 2026, its #135 holding.
LifeWealth Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q1 2025 and has held it in 5 quarters since.
LifeWealth Investments's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $297K in Q1 2025.
70 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.