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

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

Other funds holding SEPM

WT Wealth Management's SEPM Position: Q3 2025 in Review

WT Wealth Management sold out of FT Vest U.S. Equity Max Buffer ETF - September (SEPM) in Q3 2025, closing a stake of 11,255 shares — an estimated $347K sold.

WT Wealth Management first reported a position in SEPM in Q3 2024 and held it in 4 quarters. The position peaked at $6.56M in Q3 2024. 33 funds tracked by Wall St. Rank hold SEPM as of Q3 2025.

  • WT Wealth Management reported no remaining FT Vest U.S. Equity Max Buffer ETF - September position as of Q3 2025 after selling out during the quarter.
  • WT Wealth Management sold 11,255 FT Vest U.S. Equity Max Buffer ETF - September shares in Q3 2025, an estimated $347K.
  • WT Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - September in Q3 2024 and held it in 4 quarters.
  • WT Wealth Management's FT Vest U.S. Equity Max Buffer ETF - September position peaked at $6.56M in Q3 2024.
  • 33 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - September as of Q3 2025.

Based on WT Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.