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

Schulz Wealth’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
2025
Q1 		– Sell
-9,934
Closed -$403K – 64
2024
Q4 		$403K Sell
9,934
-1,549
-13% -$62.7K 0.31% 40
2024
Q3 		$460K Hold
11,483
– – 0.36% 36
2024
Q2 		$449K Hold
11,483
– – 0.38% 34
2024
Q1 		$438K Sell
11,483
-12,786
-53% -$477K 0.37% 35
2023
Q4 		$884K Buy
+24,269
New +$848K 0.85% 22

Other funds holding DSEP

RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Schulz Wealth's DSEP Position: Q1 2025 in Review

Schulz Wealth sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q1 2025, closing a stake of 9,934 shares — an estimated $403K sold.

Schulz Wealth first reported a position in DSEP in Q4 2023 and held it in 5 quarters. The position peaked at $884K in Q4 2023. 97 funds tracked by Wall St. Rank hold DSEP as of Q1 2025.

  • Schulz Wealth reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Schulz Wealth sold 9,934 FT Vest US Equity Deep Buffer ETF September shares in Q1 2025, an estimated $403K.
  • Schulz Wealth first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2023 and held it in 5 quarters.
  • Schulz Wealth's FT Vest US Equity Deep Buffer ETF September position peaked at $884K in Q4 2023.
  • 97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2025.

Based on Schulz Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.