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

Simplicity Wealth’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 		$255K Hold
5,739
– – 0.01% 897
2026
Q1 		$240K Buy
5,739
+296
+5% +$12.6K 0.01% 669
2025
Q4 		$231K Buy
5,443
+567
+12% +$23.7K 0.01% 635
2025
Q3 		$203K Buy
+4,876
New +$201K 0.01% 680

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

Simplicity Wealth's XSEP Position: Q2 2026 in Review

Simplicity Wealth held its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) position steady in Q2 2026 at 5,739 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #897.

Simplicity Wealth first reported a position in XSEP in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

  • Simplicity Wealth held 5,739 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $255K as of Q2 2026.
  • Simplicity Wealth left its FT Vest US Equity Enhance & Moderate Buffer ETF September share count unchanged in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF September made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #897 holding.
  • Simplicity Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.