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Summit Wealth Group (Colorado)’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Summit Wealth Group (Colorado)’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
-5,055
Closed -$413K – 307
2025
Q3 		$413K Buy
+5,055
New +$219K 0.06% 158

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
Carson Wealth (CWM LLC)
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
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DSEP Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q4 2025, closing a stake of 5,055 shares — an estimated $413K sold.

Summit Wealth Group (Colorado) first reported a position in DSEP in Q3 2025 and held it in 1 quarter. The position peaked at $413K in Q3 2025. 110 funds tracked by Wall St. Rank hold DSEP as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,055 FT Vest US Equity Deep Buffer ETF September shares in Q4 2025, an estimated $413K.
  • Summit Wealth Group (Colorado) first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s FT Vest US Equity Deep Buffer ETF September position peaked at $413K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.