NWMG
SEPM

Nicholson Wealth Management Group’s FT Vest U.S. Equity Max Buffer ETF - September SEPM Stock Holding History

Nicholson Wealth Management Group’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
2025
Q3 		– Sell
-10,246
Closed -$315K – 111
2025
Q2 		$315K Hold
10,246
– – 0.19% 98
2025
Q1 		$305K Hold
10,246
– – 0.2% 95
2024
Q4 		$306K Buy
+10,246
New +$305K 0.2% 95

Other funds holding SEPM

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

Nicholson Wealth Management Group's SEPM Position: Q3 2025 in Review

Nicholson Wealth Management Group sold out of FT Vest U.S. Equity Max Buffer ETF - September (SEPM) in Q3 2025, closing a stake of 10,246 shares — an estimated $315K sold.

Nicholson Wealth Management Group first reported a position in SEPM in Q4 2024 and held it in 3 quarters. The position peaked at $315K in Q2 2025. 33 funds tracked by Wall St. Rank hold SEPM as of Q3 2025.

  • Nicholson Wealth Management Group reported no remaining FT Vest U.S. Equity Max Buffer ETF - September position as of Q3 2025 after selling out during the quarter.
  • Nicholson Wealth Management Group sold 10,246 FT Vest U.S. Equity Max Buffer ETF - September shares in Q3 2025, an estimated $315K.
  • Nicholson Wealth Management Group first reported a position in FT Vest U.S. Equity Max Buffer ETF - September in Q4 2024 and held it in 3 quarters.
  • Nicholson Wealth Management Group's FT Vest U.S. Equity Max Buffer ETF - September position peaked at $315K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - September as of Q3 2025.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2025, filed 4 Nov 2025.