AIM
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Advyzon Investment Management’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Advyzon Investment 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
Q1 		$3.55M Sell
80,813
-10,878
-12% -$488K 0.32% 74
2025
Q4 		$4.12M Sell
91,691
-150
-0.2% -$6.67K 0.48% 47
2025
Q3 		$4.06M Sell
91,841
-1,403
-2% -$60.8K 0.7% 32
2025
Q2 		$3.95M Sell
93,244
-863
-0.9% -$34.8K 0.88% 24
2025
Q1 		$3.73M Hold
94,107
– – 1.32% 12
2024
Q4 		$3.82M Buy
+94,107
New +$3.81M 1.47% 12

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