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

Nova 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	$818K	Sell	17,244 -117	-0.7%	-$5.44K	0.45%	64
2026 Q1	$763K	Sell	17,361 -242	-1%	-$10.9K	0.5%	66
2025 Q4	$790K	Sell	17,603 -360	-2%	-$16K	0.54%	51
2025 Q3	$794K	Buy	17,963 +2,071	+13%	+$89.8K	0.56%	48
2025 Q2	$674K	Sell	15,892 -2,510	-14%	-$101K	0.49%	54
2025 Q1	$730K	Sell	18,402 -3,763	-17%	-$153K	0.63%	46
2024 Q4	$899K	Buy	+22,165	New	+$897K	0.78%	34

Other funds holding DSEP

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Nova Wealth Management reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 0.67% in Q2 2026, selling an estimated $5.44K and leaving 17,244 shares worth $818K. The position accounts for 0.45% of the portfolio, ranked #64.

Nova Wealth Management first reported a position in DSEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $899K in Q4 2024. 16 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Nova Wealth Management held 17,244 shares of FT Vest US Equity Deep Buffer ETF September worth $818K as of Q2 2026.
Nova Wealth Management sold 117 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $5.44K.
FT Vest US Equity Deep Buffer ETF September made up 0.45% of Nova Wealth Management's portfolio in Q2 2026, its #64 holding.
Nova Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's FT Vest US Equity Deep Buffer ETF September position peaked at $899K in Q4 2024.
16 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.