Gerber Kawasaki Wealth & Investment Management’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$204K	Buy	+4,300	New	+$200K	0.01%	352
2024 Q3	–	Sell	-5,900	Closed	-$231K	–	292
2024 Q2	$231K	Sell	5,900 -120	-2%	-$4.61K	0.01%	253
2024 Q1	$230K	Buy	+6,020	New	+$225K	0.01%	252
2023 Q3	–	Sell	-6,285	Closed	-$215K	–	261
2023 Q2	$215K	Buy	+6,285	New	+$206K	0.01%	237
2023 Q1	–	Sell	-7,533	Closed	-$231K	–	256
2022 Q4	$231K	Buy	+7,533	New	+$229K	0.02%	218

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DSEP Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management opened a new position in FT Vest US Equity Deep Buffer ETF September (DSEP) in Q2 2026: 4,300 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Gerber Kawasaki Wealth & Investment Management previously reported a position in DSEP as recently as Q2 2024.

Gerber Kawasaki Wealth & Investment Management first reported a position in DSEP in Q4 2022 and has held it in 5 quarters since. The position peaked at $231K in Q4 2022. 66 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 4,300 shares of FT Vest US Equity Deep Buffer ETF September worth $204K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF September was a new Gerber Kawasaki Wealth & Investment Management position in Q2 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #352 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2022 and has held it in 5 quarters since.
Gerber Kawasaki Wealth & Investment Management's FT Vest US Equity Deep Buffer ETF September position peaked at $231K in Q4 2022.
66 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.