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Claro Advisors’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Claro Advisors’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 		– Sell
-5,085
Closed -$228K – 517
2025
Q4 		$228K Buy
+5,085
New +$226K 0.03% 381

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Envestnet Asset Management
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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

Claro Advisors's DSEP Position: Q1 2026 in Review

Claro Advisors sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q1 2026, closing a stake of 5,085 shares — an estimated $228K sold.

Claro Advisors first reported a position in DSEP in Q4 2025 and held it in 1 quarter. The position peaked at $228K in Q4 2025. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

  • Claro Advisors reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q1 2026 after selling out during the quarter.
  • Claro Advisors sold 5,085 FT Vest US Equity Deep Buffer ETF September shares in Q1 2026, an estimated $228K.
  • Claro Advisors first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2025 and held it in 1 quarter.
  • Claro Advisors's FT Vest US Equity Deep Buffer ETF September position peaked at $228K 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 Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.