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
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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Spire Wealth Management's DSEP Position: Q4 2025 in Review

Spire Wealth Management sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q4 2025, closing a stake of 16,052 shares — an estimated $709K sold.

Spire Wealth Management first reported a position in DSEP in Q4 2023 and held it in 8 quarters. The position peaked at $798K in Q4 2024. 110 funds tracked by Wall St. Rank hold DSEP as of Q4 2025.

Spire Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 16,052 FT Vest US Equity Deep Buffer ETF September shares in Q4 2025, an estimated $709K.
Spire Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2023 and held it in 8 quarters.
Spire Wealth Management's FT Vest US Equity Deep Buffer ETF September position peaked at $798K in Q4 2024.
110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.