Steward Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Steward Partners Investment Advisory’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 Q1	$50.3K	Sell	1,200 -281	-19%	-$11.9K	﹤0.01%	2776
2025 Q4	$62.8K	Hold	1,481	–	–	﹤0.01%	2552
2025 Q3	$61.6K	Hold	1,481	–	–	﹤0.01%	2502
2025 Q2	$60.1K	Hold	1,481	–	–	﹤0.01%	2386
2025 Q1	$57.3K	Hold	1,481	–	–	﹤0.01%	2313
2024 Q4	$57.6K	Hold	1,481	–	–	﹤0.01%	2266
2024 Q3	$56.8K	Hold	1,481	–	–	﹤0.01%	2165
2024 Q2	$55.9K	Hold	1,481	–	–	﹤0.01%	2051
2024 Q1	$54.9K	Hold	1,481	–	–	﹤0.01%	2067
2023 Q4	$53.1K	Hold	1,481	–	–	﹤0.01%	1961
2023 Q3	$50.2K	Buy	1,481 +1,200	+427%	+$41K	﹤0.01%	1908
2023 Q2	$9.53K	Hold	281	–	–	﹤0.01%	2583
2023 Q1	$9.11K	Buy	+281	New	+$8.94K	﹤0.01%	2574

Other funds holding XSEP

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Steward Partners Investment Advisory's XSEP Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) stake by 19% in Q1 2026, selling an estimated $11.9K and leaving 1,200 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2776.

Steward Partners Investment Advisory first reported a position in XSEP in Q1 2023 and has held it in 13 quarters since. The position peaked at $62.8K in Q4 2025. 67 funds tracked by Wall St. Rank hold XSEP as of Q1 2026.

Steward Partners Investment Advisory held 1,200 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $50.3K as of Q1 2026.
Steward Partners Investment Advisory sold 281 FT Vest US Equity Enhance & Moderate Buffer ETF September shares in Q1 2026, an estimated $11.9K.
FT Vest US Equity Enhance & Moderate Buffer ETF September made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2776 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF September in Q1 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $62.8K in Q4 2025.
67 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.