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

Meridian 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 Q2	$208K	Sell	4,395 -860	-16%	-$40K	0.01%	783
2026 Q1	$231K	Sell	5,255 -310	-6%	-$13.9K	0.01%	720
2025 Q4	$250K	Hold	5,565	–	–	0.01%	668
2025 Q3	$246K	Sell	5,565 -625	-10%	-$27.1K	0.01%	626
2025 Q2	$262K	Hold	6,190	–	–	0.01%	583
2025 Q1	$246K	Sell	6,190 -530	-8%	-$21.6K	0.01%	556
2024 Q4	$272K	Sell	6,720 -240	-3%	-$9.72K	0.01%	534
2024 Q3	$279K	Sell	6,960 -940	-12%	-$37.1K	0.01%	536
2024 Q2	$309K	Buy	+7,900	New	+$304K	0.04%	233
2024 Q1	–	Sell	-8,990	Closed	-$327K	–	280
2023 Q4	$327K	Buy	8,990 +140	+2%	+$4.89K	0.02%	484
2023 Q3	$301K	Sell	8,850 -700	-7%	-$24.1K	0.02%	454
2023 Q2	$327K	Sell	9,550 -810	-8%	-$26.5K	0.03%	413
2023 Q1	$332K	Sell	10,360 -1,220	-11%	-$38.3K	0.03%	398
2022 Q4	$355K	Sell	11,580 -3,535	-23%	-$108K	0.03%	375
2022 Q3	$444K	Sell	15,115 -4,620	-23%	-$141K	0.05%	295
2022 Q2	$598K	Buy	+19,735	New	+$618K	0.05%	316

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

Meridian Wealth Management's DSEP Position: Q2 2026 in Review

Meridian Wealth Management reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 16% in Q2 2026, selling an estimated $40K and leaving 4,395 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #783.

Meridian Wealth Management first reported a position in DSEP in Q2 2022 and has held it in 16 quarters since. The position peaked at $598K in Q2 2022. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Meridian Wealth Management held 4,395 shares of FT Vest US Equity Deep Buffer ETF September worth $208K as of Q2 2026.
Meridian Wealth Management sold 860 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $40K.
FT Vest US Equity Deep Buffer ETF September made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #783 holding.
Meridian Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q2 2022 and has held it in 16 quarters since.
Meridian Wealth Management's FT Vest US Equity Deep Buffer ETF September position peaked at $598K in Q2 2022.
109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.