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Waverly Advisors’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Waverly Advisors’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 		$273K Hold
6,212
– – ﹤0.01% 1346
2025
Q4 		$279K Buy
+6,212
New +$276K ﹤0.01% 1243

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

Waverly Advisors's DSEP Position: Q1 2026 in Review

Waverly Advisors held its FT Vest US Equity Deep Buffer ETF September (DSEP) position steady in Q1 2026 at 6,212 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Waverly Advisors first reported a position in DSEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $279K in Q4 2025. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

  • Waverly Advisors held 6,212 shares of FT Vest US Equity Deep Buffer ETF September worth $273K as of Q1 2026.
  • Waverly Advisors left its FT Vest US Equity Deep Buffer ETF September share count unchanged in Q1 2026.
  • FT Vest US Equity Deep Buffer ETF September made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1346 holding.
  • Waverly Advisors first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's FT Vest US Equity Deep Buffer ETF September position peaked at $279K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.