Precedent Wealth Partners’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Precedent Wealth Partners’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	$703K	Hold	14,814	–	–	0.12%	125
2026 Q1	$651K	Sell	14,814 -1,757	-11%	-$78.9K	0.13%	117
2025 Q4	$744K	Hold	16,571	–	–	0.16%	119
2025 Q3	$732K	Buy	+16,571	New	+$719K	0.16%	118

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

Precedent Wealth Partners's DSEP Position: Q2 2026 in Review

Precedent Wealth Partners held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q2 2026 at 14,814 shares worth $703K. The position accounts for 0.12% of the portfolio, ranked #125.

Precedent Wealth Partners first reported a position in DSEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $744K in Q4 2025. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Precedent Wealth Partners held 14,814 shares of FT Vest US Equity Deep Buffer ETF September worth $703K as of Q2 2026.
Precedent Wealth Partners left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF September made up 0.12% of Precedent Wealth Partners's portfolio in Q2 2026, its #125 holding.
Precedent Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
Precedent Wealth Partners's FT Vest US Equity Deep Buffer ETF September position peaked at $744K 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 Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.