WWM
SEPM

WT Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - September SEPM Stock Holding History

WT Wealth Management’s Portfolio SEPM Stock Details SEPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,255
Closed -$347K – 157
2025
Q2 		$347K Hold
11,255
– – 0.1% 105
2025
Q1 		$335K Hold
11,255
– – 0.11% 99
2024
Q4 		$336K Sell
11,255
-209,630
-95% -$6.24M 0.11% 104
2024
Q3 		$6.56M Buy
+220,885
New +$6.54M 2.1% 14

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ATS
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DLHL
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ATPW
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AP
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KAS
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Cambridge Investment Research Advisors
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BTWM
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