SPIA
SEPM

Steward Partners Investment Advisory’s FT Vest U.S. Equity Max Buffer ETF - September SEPM Stock Holding History

Steward Partners Investment Advisory’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
-100
Closed -$3.08K – 4412
2025
Q2 		$3.08K Hold
100
– – ﹤0.01% 3630
2025
Q1 		$2.97K Sell
100
-600
-86% -$18K ﹤0.01% 3548
2024
Q4 		$20.9K Hold
700
– – ﹤0.01% 2770
2024
Q3 		$20.7K Buy
+700
New +$20.7K ﹤0.01% 2652

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

Steward Partners Investment Advisory's SEPM Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of FT Vest U.S. Equity Max Buffer ETF - September (SEPM) in Q3 2025, closing a stake of 100 shares — an estimated $3.08K sold.

Steward Partners Investment Advisory first reported a position in SEPM in Q3 2024 and held it in 4 quarters. The position peaked at $20.9K in Q4 2024. 33 funds tracked by Wall St. Rank hold SEPM as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining FT Vest U.S. Equity Max Buffer ETF - September position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 FT Vest U.S. Equity Max Buffer ETF - September shares in Q3 2025, an estimated $3.08K.
  • Steward Partners Investment Advisory first reported a position in FT Vest U.S. Equity Max Buffer ETF - September in Q3 2024 and held it in 4 quarters.
  • Steward Partners Investment Advisory's FT Vest U.S. Equity Max Buffer ETF - September position peaked at $20.9K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - September as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.