MCWS
DSEP icon

McKinley Carter Wealth Services’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

McKinley Carter Wealth Services’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 		$744K Hold
16,934
– – 0.04% 187
2025
Q4 		$760K Hold
16,934
– – 0.04% 189
2025
Q3 		$748K Hold
16,934
– – 0.04% 188
2025
Q2 		$718K Hold
16,934
– – 0.04% 180
2025
Q1 		$672K Hold
16,934
– – 0.04% 183
2024
Q4 		$687K Hold
16,934
– – 0.04% 176
2024
Q3 		$678K Hold
16,934
– – 0.04% 188
2024
Q2 		$662K Hold
16,934
– – 0.04% 183
2024
Q1 		$647K Hold
16,934
– – 0.04% 190
2023
Q4 		$617K Hold
16,934
– – 0.05% 183
2023
Q3 		$577K Hold
16,934
– – 0.05% 186
2023
Q2 		$579K Hold
16,934
– – 0.04% 192
2023
Q1 		$542K Hold
16,934
– – 0.04% 195
2022
Q4 		$519K Buy
16,934
+2,884
+21% +$87.8K 0.04% 196
2022
Q3 		$413K Buy
14,050
+5,700
+68% +$174K 0.04% 204
2022
Q2 		$253K Hold
8,350
– – 0.02% 260
2022
Q1 		$274K Hold
8,350
– – 0.02% 249
2021
Q4 		$277K Hold
8,350
– – 0.02% 251
2021
Q3 		$268K Hold
8,350
– – 0.02% 250
2021
Q2 		$269K Hold
8,350
– – 0.02% 249
2021
Q1 		$264K Hold
8,350
– – 0.02% 255
2020
Q4 		$260K Buy
+8,350
New +$255K 0.03% 227

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

McKinley Carter Wealth Services's DSEP Position: Q1 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q1 2026 at 16,934 shares worth $744K. The position accounts for 0.04% of the portfolio, ranked #187.

McKinley Carter Wealth Services first reported a position in DSEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $760K in Q4 2025. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

  • McKinley Carter Wealth Services held 16,934 shares of FT Vest US Equity Deep Buffer ETF September worth $744K as of Q1 2026.
  • McKinley Carter Wealth Services 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 0.04% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #187 holding.
  • McKinley Carter Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's FT Vest US Equity Deep Buffer ETF September position peaked at $760K 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 McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.