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Onyx Bridge Wealth Group’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Onyx Bridge Wealth 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
Q1 		$660K Sell
15,012
-44
-0.3% -$1.98K 0.07% 181
2025
Q4 		$676K Sell
15,056
-6
-0% -$267 0.07% 182
2025
Q3 		$666K Sell
15,062
-1,262
-8% -$54.7K 0.07% 183
2025
Q2 		$692K Sell
16,324
-479
-3% -$19.3K 0.09% 147
2025
Q1 		$667K Hold
16,803
– – 0.1% 135
2024
Q4 		$681K Sell
16,803
-275
-2% -$11.1K 0.1% 133
2024
Q3 		$684K Sell
17,078
-1,028
-6% -$40.6K 0.1% 131
2024
Q2 		$708K Sell
18,106
-2,380
-12% -$91.5K 0.12% 117
2024
Q1 		$778K Sell
20,486
-765
-4% -$28.5K 0.14% 110
2023
Q4 		$774K Sell
21,251
-802
-4% -$28K 0.16% 99
2023
Q3 		$751K Sell
22,053
-100
-0.5% -$3.45K 0.18% 87
2023
Q2 		$758K Buy
+22,153
New +$725K 0.18% 98
2022
Q4 		– Sell
-48,183
Closed -$1.41M – 188
2022
Q3 		$1.41M Buy
+48,183
New +$1.47M 0.64% 23

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

Onyx Bridge Wealth Group's DSEP Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 0.29% in Q1 2026, selling an estimated $1.98K and leaving 15,012 shares worth $660K. The position accounts for 0.07% of the portfolio, ranked #181.

Onyx Bridge Wealth Group first reported a position in DSEP in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.41M in Q3 2022. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

  • Onyx Bridge Wealth Group held 15,012 shares of FT Vest US Equity Deep Buffer ETF September worth $660K as of Q1 2026.
  • Onyx Bridge Wealth Group sold 44 FT Vest US Equity Deep Buffer ETF September shares in Q1 2026, an estimated $1.98K.
  • FT Vest US Equity Deep Buffer ETF September made up 0.07% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #181 holding.
  • Onyx Bridge Wealth Group first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2022 and has held it in 13 quarters since.
  • Onyx Bridge Wealth Group's FT Vest US Equity Deep Buffer ETF September position peaked at $1.41M in Q3 2022.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.