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Accel Wealth Management’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Accel Wealth Management’s Portfolio DSEP Stock Details DSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527K Sell
11,118
-691
-6% -$32.1K 0.12% 153
2026
Q1 		$519K Sell
11,809
-1,673
-12% -$75.1K 0.14% 149
2025
Q4 		$605K Sell
13,482
-482
-3% -$21.4K 0.17% 132
2025
Q3 		$617K Buy
+13,964
New +$606K 0.18% 126

Other funds holding DSEP

LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Accel Wealth Management's DSEP Position: Q2 2026 in Review

Accel Wealth Management reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 5.9% in Q2 2026, selling an estimated $32.1K and leaving 11,118 shares worth $527K. The position accounts for 0.12% of the portfolio, ranked #153.

Accel Wealth Management first reported a position in DSEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $617K in Q3 2025. 16 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

  • Accel Wealth Management held 11,118 shares of FT Vest US Equity Deep Buffer ETF September worth $527K as of Q2 2026.
  • Accel Wealth Management sold 691 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $32.1K.
  • FT Vest US Equity Deep Buffer ETF September made up 0.12% of Accel Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Accel Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
  • Accel Wealth Management's FT Vest US Equity Deep Buffer ETF September position peaked at $617K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.