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Prosperity Consulting Group’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Prosperity Consulting 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 		$456K Sell
9,602
-474
-5% -$22K 0.02% 411
2026
Q1 		$443K Sell
10,076
-621
-6% -$27.9K 0.02% 372
2025
Q4 		$480K Sell
10,697
-1,177
-10% -$52.3K 0.02% 363
2025
Q3 		$525K Sell
11,874
-13,397
-53% -$581K 0.03% 337
2025
Q2 		$1.07M Sell
25,271
-1,568
-6% -$63.3K 0.08% 216
2025
Q1 		$1.06M Sell
26,839
-569
-2% -$23.1K 0.08% 211
2024
Q4 		$1.11M Sell
27,408
-108
-0.4% -$4.37K 0.08% 214
2024
Q3 		$1.1M Sell
27,516
-1,556
-5% -$61.4K 0.09% 213
2024
Q2 		$1.14M Sell
29,072
-2,834
-9% -$109K 0.15% 123
2024
Q1 		$1.22M Sell
31,906
-1,008
-3% -$37.6K 0.15% 127
2023
Q4 		$1.2M Sell
32,914
-1,396
-4% -$48.8K 0.4% 56
2023
Q3 		$1.17M Buy
34,310
+3,919
+13% +$135K 0.54% 49
2023
Q2 		$1.04M Sell
30,391
-3,777
-11% -$124K 0.64% 38
2023
Q1 		$1.09M Sell
34,168
-3,017
-8% -$94.8K 0.69% 34
2022
Q4 		$1.14M Buy
37,185
+733
+2% +$22.3K 0.76% 37
2022
Q3 		$1.07M Buy
+36,452
New +$1.11M 0.88% 30

Other funds holding DSEP

Envestnet Asset Management
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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WW
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
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

Prosperity Consulting Group's DSEP Position: Q2 2026 in Review

Prosperity Consulting Group reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 4.7% in Q2 2026, selling an estimated $22K and leaving 9,602 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #411.

Prosperity Consulting Group first reported a position in DSEP in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q1 2024. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

  • Prosperity Consulting Group held 9,602 shares of FT Vest US Equity Deep Buffer ETF September worth $456K as of Q2 2026.
  • Prosperity Consulting Group sold 474 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $22K.
  • FT Vest US Equity Deep Buffer ETF September made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #411 holding.
  • Prosperity Consulting Group first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2022 and has held it in 16 quarters since.
  • Prosperity Consulting Group's FT Vest US Equity Deep Buffer ETF September position peaked at $1.22M in Q1 2024.
  • 109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.