MWM
DSEP icon

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

Maltin Wealth Management’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 		$300K Hold
6,831
– – 0.11% 106
2025
Q4 		$307K Buy
+6,831
New +$304K 0.12% 106
2023
Q1 		– Sell
-173,504
Closed -$5.32M – 105
2022
Q4 		$5.32M Buy
173,504
+23,484
+16% +$715K 3.87% 2
2022
Q3 		$4.41M Buy
+150,020
New +$4.58M 3.48% 2

Other funds holding DSEP

Envestnet Asset Management
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 $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Maltin Wealth Management's DSEP Position: Q1 2026 in Review

Maltin Wealth Management held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q1 2026 at 6,831 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #106.

Maltin Wealth Management first reported a position in DSEP in Q3 2022 and has held it in 4 quarters since. The position peaked at $5.32M in Q4 2022. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

  • Maltin Wealth Management held 6,831 shares of FT Vest US Equity Deep Buffer ETF September worth $300K as of Q1 2026.
  • Maltin Wealth Management 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 0.11% of Maltin Wealth Management's portfolio in Q1 2026, its #106 holding.
  • Maltin Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2022 and has held it in 4 quarters since.
  • Maltin Wealth Management's FT Vest US Equity Deep Buffer ETF September position peaked at $5.32M in Q4 2022.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on Maltin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.