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SageGuard Financial Group’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

SageGuard Financial Group’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 		$447K Sell
10,077
-220
-2% -$9.62K 0.06% 145
2026
Q1 		$431K Sell
10,297
-2,255
-18% -$95.7K 0.07% 131
2025
Q4 		$532K Buy
+12,552
New +$526K 0.08% 111

Other funds holding XSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

SageGuard Financial Group's XSEP Position: Q2 2026 in Review

SageGuard Financial Group reduced its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) stake by 2.1% in Q2 2026, selling an estimated $9.62K and leaving 10,077 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #145.

SageGuard Financial Group first reported a position in XSEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $532K in Q4 2025. 43 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

  • SageGuard Financial Group held 10,077 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $447K as of Q2 2026.
  • SageGuard Financial Group sold 220 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q2 2026, an estimated $9.62K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.06% of SageGuard Financial Group's portfolio in Q2 2026, its #145 holding.
  • SageGuard Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $532K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.