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CreativeOne Wealth’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

CreativeOne Wealth’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
2022
Q3 		– Sell
-46,086
Closed -$1.4M – 711
2022
Q2 		$1.4M Buy
+46,086
New +$1.44M 0.08% 203

Other funds holding DSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return