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

Schwallier Wealth Management’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 		$371K Buy
8,431
+540
+7% +$24.2K 0.27% 44
2025
Q4 		$357K Buy
+7,891
New +$351K 0.23% 38

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

Schwallier Wealth Management's DSEP Position: Q1 2026 in Review

Schwallier Wealth Management increased its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 6.8% in Q1 2026, buying an estimated $24.2K and bringing the position to 8,431 shares worth $371K. The position accounts for 0.27% of the portfolio, ranked #44.

Schwallier Wealth Management first reported a position in DSEP in Q4 2025 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

  • Schwallier Wealth Management held 8,431 shares of FT Vest US Equity Deep Buffer ETF September worth $371K as of Q1 2026.
  • Schwallier Wealth Management bought 540 FT Vest US Equity Deep Buffer ETF September shares in Q1 2026, an estimated $24.2K.
  • FT Vest US Equity Deep Buffer ETF September made up 0.27% of Schwallier Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Schwallier Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.