DWM Financial Group’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

DWM Financial Group’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	$281K	Buy	+6,268	New	+$292K	0.25%	30

Other funds holding DSEP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

DWM Financial Group's DSEP Position: Q2 2026 in Review

DWM Financial Group opened a new position in FT Vest US Equity Deep Buffer ETF September (DSEP) in Q2 2026: 6,268 shares worth $281K. The stake represents 0.25% of the portfolio and ranks #30 among its holdings.

109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

DWM Financial Group held 6,268 shares of FT Vest US Equity Deep Buffer ETF September worth $281K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF September was a new DWM Financial Group position in Q2 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.25% of DWM Financial Group's portfolio in Q2 2026, its #30 holding.
109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.