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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.08K Hold
100
– – ﹤0.01% 3630
2025
Q1 		$2.97K Sell
100
-600
-86% -$17.8K ﹤0.01% 3548
2024
Q4 		$20.9K Hold
700
– – ﹤0.01% 2770
2024
Q3 		$20.7K Buy
+700
New +$20.7K ﹤0.01% 2652