OAJ
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Ogorek Anthony Joseph’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Ogorek Anthony Joseph’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 		$3.29M Sell
74,812
-3,292
-4% -$148K 0.9% 25
2025
Q4 		$3.51M Buy
78,104
+1,297
+2% +$57.7K 0.96% 24
2025
Q3 		$3.39M Buy
76,807
+5,826
+8% +$253K 0.97% 23
2025
Q2 		$3.01M Hold
70,981
– – 0.93% 23
2025
Q1 		$2.82M Hold
70,981
– – 0.93% 23
2024
Q4 		$2.88M Buy
70,981
+3,259
+5% +$132K 0.92% 23
2024
Q3 		$2.71M Hold
67,722
– – 0.93% 20
2024
Q2 		$2.65M Hold
67,722
– – 0.92% 24
2024
Q1 		$2.58M Hold
67,722
– – 0.9% 23
2023
Q4 		$2.47M Buy
+67,722
New +$2.37M 0.9% 25

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