Clear Creek Financial Management’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Clear Creek Financial 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	$331K	Sell	6,986 -1,825	-21%	-$84.9K	0.02%	501
2026 Q1	$387K	Sell	8,811 -3,625	-29%	-$163K	0.03%	445
2025 Q4	$558K	Buy	12,436 +1,865	+18%	+$82.9K	0.05%	354
2025 Q3	$467K	Sell	10,571 -4,265	-29%	-$185K	0.04%	377
2025 Q2	$629K	Sell	14,836 -4,690	-24%	-$189K	0.06%	311
2025 Q1	$775K	Sell	19,526 -1,936	-9%	-$78.8K	0.08%	236
2024 Q4	$870K	Buy	+21,462	New	+$869K	0.09%	212
2023 Q2	–	Sell	-31,800	Closed	-$1.02M	–	331
2023 Q1	$1.02M	Buy	31,800 +101	+0.3%	+$3.17K	0.19%	95
2022 Q4	$972K	Buy	+31,699	New	+$965K	0.21%	95

Other funds holding DSEP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Clear Creek Financial Management's DSEP Position: Q2 2026 in Review

Clear Creek Financial Management reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 21% in Q2 2026, selling an estimated $84.9K and leaving 6,986 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #501.

Clear Creek Financial Management first reported a position in DSEP in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.02M in Q1 2023. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Clear Creek Financial Management held 6,986 shares of FT Vest US Equity Deep Buffer ETF September worth $331K as of Q2 2026.
Clear Creek Financial Management sold 1,825 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $84.9K.
FT Vest US Equity Deep Buffer ETF September made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #501 holding.
Clear Creek Financial Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2022 and has held it in 9 quarters since.
Clear Creek Financial Management's FT Vest US Equity Deep Buffer ETF September position peaked at $1.02M in Q1 2023.
109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.