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 Q2	$426K	Sell	8,988 -153	-2%	-$7.12K	0.24%	98
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 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

Cascade Investment Group's DSEP Position: Q2 2026 in Review

Cascade Investment Group reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 1.7% in Q2 2026, selling an estimated $7.12K and leaving 8,988 shares worth $426K. The position accounts for 0.24% of the portfolio, ranked #98.

Cascade Investment Group first reported a position in DSEP in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.17M in Q4 2025. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Cascade Investment Group held 8,988 shares of FT Vest US Equity Deep Buffer ETF September worth $426K as of Q2 2026.
Cascade Investment Group sold 153 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $7.12K.
FT Vest US Equity Deep Buffer ETF September made up 0.24% of Cascade Investment Group's portfolio in Q2 2026, its #98 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 5 quarters since.
Cascade Investment Group's FT Vest US Equity Deep Buffer ETF September position peaked at $1.17M 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 Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.