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HBW Advisory Services’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

HBW Advisory Services’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
2024
Q2 		– Sell
-10,265
Closed -$374K – 342
2024
Q1 		$374K Hold
10,265
– – 0.07% 202
2023
Q4 		$374K Buy
+10,265
New +$359K 0.07% 202

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KAS
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Envestnet Asset Management
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AWM
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Carson Wealth (CWM LLC)
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Truist Financial
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OAJ
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return