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 Q2	$53.3K	Hold	1,200	–	–	﹤0.01%	2907
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 $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Steward Partners Investment Advisory's XSEP Position: Q2 2026 in Review

Steward Partners Investment Advisory held its FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) position steady in Q2 2026 at 1,200 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

Steward Partners Investment Advisory first reported a position in XSEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $62.8K in Q4 2025. 70 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

Steward Partners Investment Advisory held 1,200 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $53.3K as of Q2 2026.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q2 2026, its #2907 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 14 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF September position peaked at $62.8K in Q4 2025.
70 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.