Wealth Enhancement Advisory Services
DSEP icon

Wealth Enhancement Advisory Services’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Wealth Enhancement Advisory Services’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 		$563K Sell
11,789
-50
-0.4% -$2.33K ﹤0.01% 2576
2026
Q1 		$523K Hold
11,839
– – ﹤0.01% 2282
2025
Q4 		$534K Buy
11,839
+100
+0.9% +$4.45K ﹤0.01% 2421
2025
Q3 		$519K Hold
11,739
– – ﹤0.01% 2337
2025
Q2 		$500K Sell
11,739
-875
-7% -$35.3K ﹤0.01% 2228
2025
Q1 		$500K Hold
12,614
– – ﹤0.01% 2071
2024
Q4 		$511K Buy
+12,614
New +$511K ﹤0.01% 1976

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LI
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PFS
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CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's DSEP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 0.42% in Q2 2026, selling an estimated $2.33K and leaving 11,789 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

Wealth Enhancement Advisory Services first reported a position in DSEP in Q4 2024 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold DSEP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,789 shares of FT Vest US Equity Deep Buffer ETF September worth $563K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 50 FT Vest US Equity Deep Buffer ETF September shares in Q2 2026, an estimated $2.33K.
  • FT Vest US Equity Deep Buffer ETF September made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2576 holding.
  • Wealth Enhancement Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
  • 16 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.