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

Accurate 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
2023
Q1 		– Sell
-980
Closed -$30.3K – 561
2022
Q4 		$30.3K Buy
+980
New +$29.8K 0.01% 564

Other funds holding DSEP

BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Accurate Wealth Management's DSEP Position: Q1 2023 in Review

Accurate Wealth Management sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q1 2023, closing a stake of 980 shares — an estimated $30.3K sold.

Accurate Wealth Management first reported a position in DSEP in Q4 2022 and held it in 1 quarter. The position peaked at $30.3K in Q4 2022. 60 funds tracked by Wall St. Rank hold DSEP as of Q1 2023.

  • Accurate Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 980 FT Vest US Equity Deep Buffer ETF September shares in Q1 2023, an estimated $30.3K.
  • Accurate Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's FT Vest US Equity Deep Buffer ETF September position peaked at $30.3K in Q4 2022.
  • 60 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.