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 Q2	$803K	Hold	16,934	–	–	0.04%	192
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

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

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

McKinley Carter Wealth Services's DSEP Position: Q2 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q2 2026 at 16,934 shares worth $803K. The position accounts for 0.04% of the portfolio, ranked #192.

McKinley Carter Wealth Services first reported a position in DSEP in Q4 2020 and has held it in 23 quarters since. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

McKinley Carter Wealth Services held 16,934 shares of FT Vest US Equity Deep Buffer ETF September worth $803K as of Q2 2026.
McKinley Carter Wealth Services left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.04% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #192 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 23 quarters since.
109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.