CIG
DSEP icon

Cascade Investment Group’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Cascade Investment Group’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 		$402K Sell
9,141
-16,842
-65% -$756K 0.26% 93
2025
Q4 		$1.17M Buy
+25,983
New +$1.16M 0.78% 32
2025
Q2 		– Sell
-5,340
Closed -$212K – 143
2025
Q1 		$212K Sell
5,340
-276
-5% -$11.2K 0.16% 122
2024
Q4 		$228K Buy
+5,616
New +$227K 0.16% 126

Other funds holding DSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cascade Investment Group's DSEP Position: Q1 2026 in Review

Cascade Investment Group reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 65% in Q1 2026, selling an estimated $756K and leaving 9,141 shares worth $402K. The position accounts for 0.26% of the portfolio, ranked #93.

Cascade Investment Group first reported a position in DSEP in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.17M in Q4 2025. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

  • Cascade Investment Group held 9,141 shares of FT Vest US Equity Deep Buffer ETF September worth $402K as of Q1 2026.
  • Cascade Investment Group sold 16,842 FT Vest US Equity Deep Buffer ETF September shares in Q1 2026, an estimated $756K.
  • FT Vest US Equity Deep Buffer ETF September made up 0.26% of Cascade Investment Group's portfolio in Q1 2026, its #93 holding.
  • Cascade Investment Group first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2024 and has held it in 4 quarters since.
  • Cascade Investment Group's FT Vest US Equity Deep Buffer ETF September position peaked at $1.17M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.