Heritage Oak Wealth Advisors’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio DSEP Stock Details DSEP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$250K	Hold
2025 Q2	$240K	Hold
2025 Q1	$225K	Buy