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 Q3	$471K	Hold	14,118	–	–	0.05%	111
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

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LVZ Inc's SEPM Position: Q3 2026 in Review

LVZ Inc held its FT Vest U.S. Equity Max Buffer ETF - September (SEPM) position steady in Q3 2026 at 14,118 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #111.

LVZ Inc first reported a position in SEPM in Q4 2024 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold SEPM as of Q3 2026.

LVZ Inc held 14,118 shares of FT Vest U.S. Equity Max Buffer ETF - September worth $471K as of Q3 2026.
LVZ Inc left its FT Vest U.S. Equity Max Buffer ETF - September share count unchanged in Q3 2026.
FT Vest U.S. Equity Max Buffer ETF - September made up 0.05% of LVZ Inc's portfolio in Q3 2026, its #111 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 8 quarters since.
9 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - September as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.