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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
2026
Q2 		$207K Buy
+4,372
New +$203K 0.12% 185
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WW
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
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

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

Grantvest Financial Group opened a new position in FT Vest US Equity Deep Buffer ETF September (DSEP) in Q2 2026: 4,372 shares worth $207K. The stake represents 0.12% of the portfolio and ranks #185 among its holdings. This is a return to the name: Grantvest Financial Group previously reported a position in DSEP as recently as Q1 2025.

Grantvest Financial Group first reported a position in DSEP in Q4 2024 and has held it in 3 quarters since. The position peaked at $248K in Q4 2024. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

  • Grantvest Financial Group held 4,372 shares of FT Vest US Equity Deep Buffer ETF September worth $207K as of Q2 2026.
  • FT Vest US Equity Deep Buffer ETF September was a new Grantvest Financial Group position in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF September made up 0.12% of Grantvest Financial Group's portfolio in Q2 2026, its #185 holding.
  • Grantvest Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2024 and has held it in 3 quarters since.
  • Grantvest Financial Group's FT Vest US Equity Deep Buffer ETF September position peaked at $248K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.