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SageView Advisory Group’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

SageView Advisory 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 		– Sell
-94
Closed -$4.22K – 1086
2025
Q4 		$4.22K Buy
+94
New +$4.18K ﹤0.01% 2012

Other funds holding DSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $147M AUM 23.82% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SageView Advisory Group's DSEP Position: Q1 2026 in Review

SageView Advisory Group sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q1 2026, closing a stake of 94 shares — an estimated $4.22K sold.

SageView Advisory Group first reported a position in DSEP in Q4 2025 and held it in 1 quarter. The position peaked at $4.22K in Q4 2025. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

  • SageView Advisory Group reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 94 FT Vest US Equity Deep Buffer ETF September shares in Q1 2026, an estimated $4.22K.
  • SageView Advisory Group first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's FT Vest US Equity Deep Buffer ETF September position peaked at $4.22K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.