PCA
DSEP icon

Prosperity Capital Advisors’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Prosperity Capital Advisors’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 		$679K Sell
15,455
-15,177
-50% -$681K 0.04% 230
2025
Q4 		$1.38M Buy
30,632
+15,438
+102% +$687K 0.08% 148
2025
Q3 		$672K Sell
15,194
-23
-0.2% -$997 0.04% 232
2025
Q2 		$645K Hold
15,217
– – 0.04% 226
2025
Q1 		$605K Sell
15,217
-200
-1% -$8.14K 0.05% 214
2024
Q4 		$625K Sell
15,417
-149
-1% -$6.03K 0.05% 199
2024
Q3 		$623K Sell
15,566
-35
-0.2% -$1.38K 0.05% 199
2024
Q2 		$610K Hold
15,601
– – 0.07% 170
2024
Q1 		$596K Hold
15,601
– – 0.07% 193
2023
Q4 		$568K Sell
15,601
-14
-0.1% -$489 0.06% 144
2023
Q3 		$532K Hold
15,615
– – 0.07% 135
2023
Q2 		$534K Buy
+15,615
New +$511K 0.07% 132

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