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 Q2	$3.41M	Sell	71,876 -8,937	-11%	-$416K	0.25%	95
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

Other funds holding DSEP

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 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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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 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

Advyzon Investment Management's DSEP Position: Q2 2026 in Review

Advyzon Investment Management reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 11% in Q2 2026, selling an estimated $416K and leaving 71,876 shares worth $3.41M. The position accounts for 0.25% of the portfolio, ranked #95.

Advyzon Investment Management first reported a position in DSEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.12M in Q4 2025. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Advyzon Investment Management held 71,876 shares of FT Vest US Equity Deep Buffer ETF September worth $3.41M as of Q2 2026.
Advyzon Investment Management sold 8,937 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $416K.
FT Vest US Equity Deep Buffer ETF September made up 0.25% of Advyzon Investment Management's portfolio in Q2 2026, its #95 holding.
Advyzon Investment Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's FT Vest US Equity Deep Buffer ETF September position peaked at $4.12M in Q4 2025.
109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.