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Action Point Financial Planning’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Action Point Financial Planning’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 		$199K Buy
+4,194
New +$195K 0.02% 436

Other funds holding DSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Action Point Financial Planning's DSEP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Deep Buffer ETF September (DSEP) in Q2 2026: 4,194 shares worth $199K. The stake represents 0.02% of the portfolio and ranks #436 among its holdings.

109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

  • Action Point Financial Planning held 4,194 shares of FT Vest US Equity Deep Buffer ETF September worth $199K as of Q2 2026.
  • FT Vest US Equity Deep Buffer ETF September was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF September made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #436 holding.
  • 109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.