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

Spire 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 Q3	$14.7K	Buy	+300	New	+$14.5K	﹤0.01%	1489
2025 Q4	–	Sell	-16,052	Closed	-$709K	–	2349
2025 Q3	$709K	Sell	16,052 -84	-0.5%	-$3.64K	0.02%	447
2025 Q2	$684K	Sell	16,136 -134	-0.8%	-$5.41K	0.02%	444
2025 Q1	$646K	Sell	16,270 -3,418	-17%	-$139K	0.02%	505
2024 Q4	$798K	Buy	19,688 +14,636	+290%	+$593K	0.02%	442
2024 Q3	$202K	Buy	5,052 +1	+0%	+$39	0.01%	725
2024 Q2	$198K	Sell	5,051 -7,018	-58%	-$270K	0.01%	721
2024 Q1	$461K	Sell	12,069 -1	-0%	-$37	0.01%	541
2023 Q4	$444K	Buy	+12,070	New	+$422K	0.01%	541

Other funds holding DSEP

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Spire Wealth Management's DSEP Position: Q3 2026 in Review

Spire Wealth Management opened a new position in FT Vest US Equity Deep Buffer ETF September (DSEP) in Q3 2026: 300 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in DSEP as recently as Q3 2025.

Spire Wealth Management first reported a position in DSEP in Q4 2023 and has held it in 9 quarters since. The position peaked at $798K in Q4 2024. 70 funds tracked by Wall St. Rank hold DSEP as of Q3 2026.

Spire Wealth Management held 300 shares of FT Vest US Equity Deep Buffer ETF September worth $14.7K as of Q3 2026.
FT Vest US Equity Deep Buffer ETF September was a new Spire Wealth Management position in Q3 2026.
FT Vest US Equity Deep Buffer ETF September made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1489 holding.
Spire Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2023 and has held it in 9 quarters since.
Spire Wealth Management's FT Vest US Equity Deep Buffer ETF September position peaked at $798K in Q4 2024.
70 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.