Capital Investment Advisory Services’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Capital Investment Advisory Services’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	$72.6K	Buy	1,530 +7	+0.5%	+$326	﹤0.01%	872
2026 Q1	$67K	Hold	1,523	–	–	﹤0.01%	803
2025 Q4	$68.4K	Buy	1,523 +153	+11%	+$6.8K	﹤0.01%	766
2025 Q3	$60.6K	Buy	1,370 +970	+243%	+$42.1K	﹤0.01%	749
2025 Q2	$17K	Hold	400	–	–	﹤0.01%	891
2025 Q1	$15.9K	Hold	400	–	–	﹤0.01%	836
2024 Q4	$16.2K	Hold	400	–	–	﹤0.01%	776
2024 Q3	$16K	Buy	+400	New	+$15.8K	﹤0.01%	815

Other funds holding DSEP

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Capital Investment Advisory Services's DSEP Position: Q2 2026 in Review

Capital Investment Advisory Services increased its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 0.46% in Q2 2026, buying an estimated $326 and bringing the position to 1,530 shares worth $72.6K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Capital Investment Advisory Services first reported a position in DSEP in Q3 2024 and has held it in 8 quarters since. 33 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Capital Investment Advisory Services held 1,530 shares of FT Vest US Equity Deep Buffer ETF September worth $72.6K as of Q2 2026.
Capital Investment Advisory Services bought 7 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $326.
FT Vest US Equity Deep Buffer ETF September made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #872 holding.
Capital Investment Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2024 and has held it in 8 quarters since.
33 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.