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

Evolution Wealth 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	$292K	Sell	6,639 -6	-0.1%	-$269	0.21%	80
2025 Q4	$298K	Sell	6,645 -3	-0%	-$133	0.25%	78
2025 Q3	$294K	Sell	6,648 -2,852	-30%	-$124K	0.3%	70
2025 Q2	$403K	Buy	+9,500	New	+$383K	0.5%	37

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

Evolution Wealth Management's DSEP Position: Q1 2026 in Review

Evolution Wealth Management reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 0.09% in Q1 2026, selling an estimated $269 and leaving 6,639 shares worth $292K. The position accounts for 0.21% of the portfolio, ranked #80.

Evolution Wealth Management first reported a position in DSEP in Q2 2025 and has held it in 4 quarters since. The position peaked at $403K in Q2 2025. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

Evolution Wealth Management held 6,639 shares of FT Vest US Equity Deep Buffer ETF September worth $292K as of Q1 2026.
Evolution Wealth Management sold 6 FT Vest US Equity Deep Buffer ETF September shares in Q1 2026, an estimated $269.
FT Vest US Equity Deep Buffer ETF September made up 0.21% of Evolution Wealth Management's portfolio in Q1 2026, its #80 holding.
Evolution Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q2 2025 and has held it in 4 quarters since.
Evolution Wealth Management's FT Vest US Equity Deep Buffer ETF September position peaked at $403K in Q2 2025.
110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.