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

Grantvest 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
2025
Q2 		– Sell
-5,526
Closed -$219K – 139
2025
Q1 		$219K Sell
5,526
-583
-10% -$23.7K 0.18% 122
2024
Q4 		$248K Buy
+6,109
New +$247K 0.28% 103

Other funds holding DSEP

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Grantvest Financial Group's DSEP Position: Q2 2025 in Review

Grantvest Financial Group sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q2 2025, closing a stake of 5,526 shares — an estimated $219K sold.

Grantvest Financial Group first reported a position in DSEP in Q4 2024 and held it in 2 quarters. The position peaked at $248K in Q4 2024. 90 funds tracked by Wall St. Rank hold DSEP as of Q2 2025.

  • Grantvest Financial Group reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q2 2025 after selling out during the quarter.
  • Grantvest Financial Group sold 5,526 FT Vest US Equity Deep Buffer ETF September shares in Q2 2025, an estimated $219K.
  • Grantvest Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2024 and held it in 2 quarters.
  • Grantvest Financial Group's FT Vest US Equity Deep Buffer ETF September position peaked at $248K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2025.

Based on Grantvest Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.