Anfield Capital Management, LLC SEPM β€” FT VEST US EQ MAX BUF SEP

Ownership history in Anfield Capital Management, LLC  Β·  5 quarters on record

AI Ownership Summary

Anfield Capital Management, LLC reported FT VEST US EQ MAX BUF SEP (SEPM) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.09% in 2025 Q1. The latest visible filing shows SEPM at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SEPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Anfield Capital Management, LLC's position in FT VEST US EQ MAX BUF SEP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SEPM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Anfield Capital Management, LLC held SEPM β€” position size vs. price
% of Fund (quarterly)    SEPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 8,336 β€” 0% 0.08% $265K 2026-02-14 (Est.) $31.89
2025 Q3 UNCHANGED β€” β€” β€” 8,336 β€” 0% 0.08% $262K 2025-11-12 $31.60
2025 Q2 UNCHANGED β€” β€” β€” 8,336 β€” 0% 0.08% $257K 2025-08-11 $31.12
2025 Q1 UNCHANGED β€” β€” β€” 8,336 β€” 0% 0.09% $248K 2025-05-13 $30.22
2024 Q4 INITIATED β€” β€” β€” 8,336 β€” β€” 0.09% $249K 2025-02-05 $30.12

🏒 Other funds also holding SEPM

As of 2026 Q1 β€” sorted by position size

NOVEM GROUP 0.04% PARK AVENUE SECURITIES LLC 3Y 7Y 0.01% IFP Advisors, Inc 3Y 7Y 0.01%

FAQ About Anfield Capital Management, LLC and SEPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Anfield Capital Management, LLC reported owning SEPM?

Anfield Capital Management, LLC reported SEPM across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SEPM position in Anfield Capital Management, LLC's portfolio?

The largest reported portfolio weight for SEPM was 0.09% in 2025 Q1.

What is the latest reported SEPM position on this page?

The most recent filing on this page is 2025 Q4, when Anfield Capital Management, LLC reported 8,336 shares, equal to 0.08% of portfolio, with an estimated market value of $265K.

What does the chart on this SEPM ownership page compare?

The chart compares Anfield Capital Management, LLC's quarterly SEPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Anfield Capital Management, LLC Holdings