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

Financial Guidance 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	$470K	Hold	9,900	–	–	0.18%	63
2026 Q1	$435K	Hold	9,900	–	–	0.17%	63
2025 Q4	$445K	Hold	9,900	–	–	0.18%	62
2025 Q3	$438K	Hold	9,900	–	–	0.2%	60
2025 Q2	$420K	Hold	9,900	–	–	0.2%	59
2025 Q1	$393K	Hold	9,900	–	–	0.21%	54
2024 Q4	$401K	Hold	9,900	–	–	0.22%	54
2024 Q3	$396K	Hold	9,900	–	–	0.23%	55
2024 Q2	$387K	Hold	9,900	–	–	0.24%	55
2024 Q1	$378K	Hold	9,900	–	–	0.25%	44
2023 Q4	$361K	Hold	9,900	–	–	0.25%	44
2023 Q3	$337K	Hold	9,900	–	–	0.25%	43
2023 Q2	$339K	Hold	9,900	–	–	0.25%	43
2023 Q1	$317K	Hold	9,900	–	–	0.24%	42
2022 Q4	$303K	Hold	9,900	–	–	0.25%	42
2022 Q3	$291K	Buy	+9,900	New	+$302K	0.23%	42

Other funds holding DSEP

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 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

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Financial Guidance Group held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q2 2026 at 9,900 shares worth $470K. The position accounts for 0.18% of the portfolio, ranked #63.

Financial Guidance Group first reported a position in DSEP in Q3 2022 and has held it in 16 quarters since. 47 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Financial Guidance Group held 9,900 shares of FT Vest US Equity Deep Buffer ETF September worth $470K as of Q2 2026.
Financial Guidance Group left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.18% of Financial Guidance Group's portfolio in Q2 2026, its #63 holding.
Financial Guidance Group first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2022 and has held it in 16 quarters since.
47 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.