Holistic Planning’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Holistic Planning’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 Q3	$207K	Buy	+4,230	New	+$204K	0.03%	340

Other funds holding DSEP

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Holistic Planning's DSEP Position: Q3 2026 in Review

Holistic Planning opened a new position in FT Vest US Equity Deep Buffer ETF September (DSEP) in Q3 2026: 4,230 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #340 among its holdings.

67 funds tracked by Wall St. Rank hold DSEP as of Q3 2026.

Holistic Planning held 4,230 shares of FT Vest US Equity Deep Buffer ETF September worth $207K as of Q3 2026.
FT Vest US Equity Deep Buffer ETF September was a new Holistic Planning position in Q3 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #340 holding.
67 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.