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 Q2	$301K	Sell	6,340 -299	-5%	-$13.9K	0.18%	97
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 $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

Evolution Wealth Management's DSEP Position: Q2 2026 in Review

Evolution Wealth Management reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 4.5% in Q2 2026, selling an estimated $13.9K and leaving 6,340 shares worth $301K. The position accounts for 0.18% of the portfolio, ranked #97.

Evolution Wealth Management first reported a position in DSEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $403K in Q2 2025. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Evolution Wealth Management held 6,340 shares of FT Vest US Equity Deep Buffer ETF September worth $301K as of Q2 2026.
Evolution Wealth Management sold 299 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $13.9K.
FT Vest US Equity Deep Buffer ETF September made up 0.18% of Evolution Wealth Management's portfolio in Q2 2026, its #97 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 5 quarters since.
Evolution Wealth Management's FT Vest US Equity Deep Buffer ETF September position peaked at $403K in Q2 2025.
109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.