Steward Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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 | $53.2K | Hold |
1,481
| – | – | ﹤0.01% | 1961 |
|
2023
Q3 | $50.2K | Buy |
1,481
+1,200
| +427% | +$40.7K | ﹤0.01% | 1908 |
|
2023
Q2 | $9.53K | Hold |
281
| – | – | ﹤0.01% | 2583 |
|
2023
Q1 | $9.11K | Buy |
+281
| New | +$9.11K | ﹤0.01% | 2574 |
|