CreativeOne Wealth, LLC
Position in XSEP — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
CIK 1739728
OVERLAND PARK, KS
All Filings in XSEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSEP | $447,530 | 10,685 | Shares | Other | 2026-05-15 | |
| 2025-12-31 XSEP | $323,990 | 7,644 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 XSEP | $317,944 | 7,644 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 XSEP | $1,366,167 | 33,642 | Shares | Other | 2025-08-12 | |
| 2025-03-31 XSEP | $1,004,812 | 25,987 | Shares | Other | 2025-05-14 | |
| 2024-12-31 XSEP | $289,973 | 7,453 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 XSEP | $285,941 | 7,453 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 XSEP | $1,304,825 | 34,597 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 XSEP | $304,250 | 8,213 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 XSEP | $294,748 | 8,213 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||