Oakmont Advisory Group’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Oakmont Advisory Group’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	$86.9K	Buy	+1,832	New	+$85.2K	0.07%	150
2026 Q1	–	Sell	-11,619	Closed	-$522K	–	123
2025 Q4	$522K	Buy	+11,619	New	+$517K	0.56%	48

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

Oakmont Advisory Group's DSEP Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in FT Vest US Equity Deep Buffer ETF September (DSEP) in Q2 2026: 1,832 shares worth $86.9K. The stake represents 0.07% of the portfolio and ranks #150 among its holdings. This is a return to the name: Oakmont Advisory Group previously reported a position in DSEP as recently as Q4 2025.

Oakmont Advisory Group first reported a position in DSEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $522K in Q4 2025. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Oakmont Advisory Group held 1,832 shares of FT Vest US Equity Deep Buffer ETF September worth $86.9K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF September was a new Oakmont Advisory Group position in Q2 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.07% of Oakmont Advisory Group's portfolio in Q2 2026, its #150 holding.
Oakmont Advisory Group first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
Oakmont Advisory Group's FT Vest US Equity Deep Buffer ETF September position peaked at $522K in Q4 2025.
109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.