Steward Partners Investment Advisory’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Steward Partners Investment Advisory’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 Q2	$113K	Sell	2,381 -300	-11%	-$14K	﹤0.01%	2523
2026 Q1	$118K	Sell	2,681 -25	-0.9%	-$1.12K	﹤0.01%	2288
2025 Q4	$122K	Hold	2,706	–	–	﹤0.01%	2186
2025 Q3	$120K	Buy	2,706 +2,381	+733%	+$103K	﹤0.01%	2121
2025 Q2	$13.8K	Sell	325 -150	-32%	-$6.05K	﹤0.01%	3061
2025 Q1	$18.8K	Sell	475 -450	-49%	-$18.3K	﹤0.01%	2833
2024 Q4	$37.5K	Hold	925	–	–	﹤0.01%	2491
2024 Q3	$37K	Buy	+925	New	+$36.5K	﹤0.01%	2384

Other funds holding DSEP

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Steward Partners Investment Advisory's DSEP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 11% in Q2 2026, selling an estimated $14K and leaving 2,381 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Steward Partners Investment Advisory first reported a position in DSEP in Q3 2024 and has held it in 8 quarters since. The position peaked at $122K in Q4 2025. 109 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

Steward Partners Investment Advisory held 2,381 shares of FT Vest US Equity Deep Buffer ETF September worth $113K as of Q2 2026.
Steward Partners Investment Advisory sold 300 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $14K.
FT Vest US Equity Deep Buffer ETF September made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2523 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2024 and has held it in 8 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Deep Buffer ETF September position peaked at $122K in Q4 2025.
109 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.