Jaffetilchin Investment Partners’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Jaffetilchin Investment Partners’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 Q1	$2.36M	Hold	53,770	–	–	0.14%	113
2025 Q4	$2.41M	Hold	53,770	–	–	0.14%	106
2025 Q3	$2.38M	Hold	53,770	–	–	0.14%	109
2025 Q2	$2.28M	Hold	53,770	–	–	0.15%	108
2025 Q1	$2.13M	Hold	53,770	–	–	0.15%	108
2024 Q4	$2.18M	Sell	53,770 -2,507	-4%	-$101K	0.16%	99
2024 Q3	$2.25M	Buy	+56,277	New	+$2.22M	0.17%	87
2023 Q4	–	Sell	-7,600	Closed	-$259K	–	354
2023 Q3	$259K	Hold	7,600	–	–	0.03%	287
2023 Q2	$260K	Sell	7,600 -400	-5%	-$13.1K	0.03%	306
2023 Q1	$256K	Hold	8,000	–	–	0.03%	305
2022 Q4	$245K	Hold	8,000	–	–	0.03%	308
2022 Q3	$235K	Sell	8,000 -1,284	-14%	-$39.2K	0.03%	281
2022 Q2	$281K	Buy	+9,284	New	+$291K	0.03%	262

Other funds holding DSEP

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jaffetilchin Investment Partners's DSEP Position: Q1 2026 in Review

Jaffetilchin Investment Partners held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q1 2026 at 53,770 shares worth $2.36M. The position accounts for 0.14% of the portfolio, ranked #113.

Jaffetilchin Investment Partners first reported a position in DSEP in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.41M in Q4 2025. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

Jaffetilchin Investment Partners held 53,770 shares of FT Vest US Equity Deep Buffer ETF September worth $2.36M as of Q1 2026.
Jaffetilchin Investment Partners left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.14% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #113 holding.
Jaffetilchin Investment Partners first reported a position in FT Vest US Equity Deep Buffer ETF September in Q2 2022 and has held it in 13 quarters since.
Jaffetilchin Investment Partners's FT Vest US Equity Deep Buffer ETF September position peaked at $2.41M in Q4 2025.
110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.