Steward Partners Investment Advisory, LLC
Position in XSEP — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
CIK 1723397
STAMFORD, CT
All Filings in XSEP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSEP | $50,260 | 1,200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 XSEP | $62,772 | 1,481 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 XSEP | $61,600 | 1,481 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 XSEP | $60,141 | 1,481 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 XSEP | $57,264 | 1,481 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 XSEP | $57,621 | 1,481 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 XSEP | $56,820 | 1,481 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XSEP | $55,855 | 1,481 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 XSEP | $54,863 | 1,481 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 XSEP | $53,150 | 1,481 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 XSEP | $50,213 | 1,481 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 XSEP | $9,525 | 281 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 XSEP | $9,110 | 281 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||