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Coppell Advisory Solutions’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-2,046
Closed -$83.2K – 734
2024
Q4 		$83.2K Buy
+2,046
New +$82.8K 0.01% 462

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SAMC
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KAS
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Raymond James Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Coppell Advisory Solutions's DSEP Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q1 2025, closing a stake of 2,046 shares — an estimated $83.2K sold.

Coppell Advisory Solutions first reported a position in DSEP in Q4 2024 and held it in 1 quarter. The position peaked at $83.2K in Q4 2024. 97 funds tracked by Wall St. Rank hold DSEP as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,046 FT Vest US Equity Deep Buffer ETF September shares in Q1 2025, an estimated $83.2K.
  • Coppell Advisory Solutions first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's FT Vest US Equity Deep Buffer ETF September position peaked at $83.2K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.