Simplicity Wealth,LLC
Position in XSEP — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
CIK 1913243
SUMMIT, NJ
All Filings in XSEP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSEP | $240,372 | 5,739 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 XSEP | $230,701 | 5,443 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 XSEP | $202,812 | 4,876 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||