LI
SEPM

LVZ Inc’s FT Vest U.S. Equity Max Buffer ETF - September SEPM Stock Holding History

LVZ Inc’s Portfolio SEPM Stock Details SEPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$463K Buy
14,118
+2,319
+20% +$75.4K 0.05% 114
2026
Q1 		$374K Hold
11,799
– – 0.04% 111
2025
Q4 		$375K Hold
11,799
– – 0.04% 119
2025
Q3 		$371K Hold
11,799
– – 0.04% 113
2025
Q2 		$363K Hold
11,799
– – 0.04% 110
2025
Q1 		$351K Hold
11,799
– – 0.05% 102
2024
Q4 		$352K Buy
+11,799
New +$351K 0.05% 102

Other funds holding SEPM

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LVZ Inc's SEPM Position: Q2 2026 in Review

LVZ Inc increased its FT Vest U.S. Equity Max Buffer ETF - September (SEPM) stake by 20% in Q2 2026, buying an estimated $75.4K and bringing the position to 14,118 shares worth $463K. The position accounts for 0.05% of the portfolio, ranked #114.

LVZ Inc first reported a position in SEPM in Q4 2024 and has held it in 7 quarters since. 5 funds tracked by Wall St. Rank hold SEPM as of Q2 2026.

  • LVZ Inc held 14,118 shares of FT Vest U.S. Equity Max Buffer ETF - September worth $463K as of Q2 2026.
  • LVZ Inc bought 2,319 FT Vest U.S. Equity Max Buffer ETF - September shares in Q2 2026, an estimated $75.4K.
  • FT Vest U.S. Equity Max Buffer ETF - September made up 0.05% of LVZ Inc's portfolio in Q2 2026, its #114 holding.
  • LVZ Inc first reported a position in FT Vest U.S. Equity Max Buffer ETF - September in Q4 2024 and has held it in 7 quarters since.
  • 5 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - September as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.