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Summit Financial’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History

Summit Financial’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 		$362K Buy
+8,147
New +$356K ﹤0.01% 1232

Other funds holding XSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Summit Financial's XSEP Position: Q2 2026 in Review

Summit Financial opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF September (XSEP) in Q2 2026: 8,147 shares worth $362K. The stake represents ﹤0.01% of the portfolio and ranks #1232 among its holdings.

70 funds tracked by Wall St. Rank hold XSEP as of Q2 2026.

  • Summit Financial held 8,147 shares of FT Vest US Equity Enhance & Moderate Buffer ETF September worth $362K as of Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF September was a new Summit Financial position in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF September made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1232 holding.
  • 70 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF September as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.