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 Q3	$506K	Sell	10,350 -768	-7%	-$37K	0.11%	157
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

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Hardworking Capital Advisors Palm Desert, California $121M AUM 6.26% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Santori & Peters Inc Canonsburg, Pennsylvania $372M AUM 30.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Accel Wealth Management's DSEP Position: Q3 2026 in Review

Accel Wealth Management reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 6.9% in Q3 2026, selling an estimated $37K and leaving 10,350 shares worth $506K. The position accounts for 0.11% of the portfolio, ranked #157.

Accel Wealth Management first reported a position in DSEP in Q3 2025 and has held it in 5 quarters since. The position peaked at $617K in Q3 2025. 44 funds tracked by Wall St. Rank hold DSEP as of Q3 2026.

Accel Wealth Management held 10,350 shares of FT Vest US Equity Deep Buffer ETF September worth $506K as of Q3 2026.
Accel Wealth Management sold 768 FT Vest US Equity Deep Buffer ETF September shares in Q3 2026, an estimated $37K.
FT Vest US Equity Deep Buffer ETF September made up 0.11% of Accel Wealth Management's portfolio in Q3 2026, its #157 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 5 quarters since.
Accel Wealth Management's FT Vest US Equity Deep Buffer ETF September position peaked at $617K in Q3 2025.
44 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.