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 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 $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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Clear Creek Financial Management's DSEP Position: Q1 2026 in Review

Clear Creek Financial Management reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 29% in Q1 2026, selling an estimated $163K and leaving 8,811 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #445.

Clear Creek Financial Management first reported a position in DSEP in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.02M in Q1 2023. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

Clear Creek Financial Management held 8,811 shares of FT Vest US Equity Deep Buffer ETF September worth $387K as of Q1 2026.
Clear Creek Financial Management sold 3,625 FT Vest US Equity Deep Buffer ETF September shares in Q1 2026, an estimated $163K.
FT Vest US Equity Deep Buffer ETF September made up 0.03% of Clear Creek Financial Management's portfolio in Q1 2026, its #445 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 8 quarters since.
Clear Creek Financial Management's FT Vest US Equity Deep Buffer ETF September position peaked at $1.02M in Q1 2023.
110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.