Maia Wealth’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Maia Wealth’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	–	Sell	-62,732	Closed	-$2.98M	–	357
2026 Q2	$2.98M	Sell	62,732 -1,746	-3%	-$81.2K	0.44%	67
2026 Q1	$2.83M	Sell	64,478 -2,263	-3%	-$102K	0.48%	60
2025 Q4	$3M	Buy	+66,741	New	+$2.97M	0.51%	53

Other funds holding DSEP

SAMC

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

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

HCA

Hardworking Capital Advisors Palm Desert, California $121M AUM 6.26% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Maia Wealth's DSEP Position: Q3 2026 in Review

Maia Wealth sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q3 2026, closing a stake of 62,732 shares — an estimated $2.98M sold.

Maia Wealth first reported a position in DSEP in Q4 2025 and held it in 3 quarters. The position peaked at $3M in Q4 2025. 25 funds tracked by Wall St. Rank hold DSEP as of Q3 2026.

Maia Wealth reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q3 2026 after selling out during the quarter.
Maia Wealth sold 62,732 FT Vest US Equity Deep Buffer ETF September shares in Q3 2026, an estimated $2.98M.
Maia Wealth first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2025 and held it in 3 quarters.
Maia Wealth's FT Vest US Equity Deep Buffer ETF September position peaked at $3M in Q4 2025.
25 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.