APFP
DECM

Action Point Financial Planning’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Action Point Financial Planning’s Portfolio DECM Stock Details DECM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.8K Buy
+1,655
New +$55.3K 0.01% 779

Other funds holding DECM

PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Action Point Financial Planning's DECM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest U.S. Equity Max Buffer ETF - December (DECM) in Q2 2026: 1,655 shares worth $55.8K. The stake represents 0.01% of the portfolio and ranks #779 among its holdings.

39 funds tracked by Wall St. Rank hold DECM as of Q2 2026.

  • Action Point Financial Planning held 1,655 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $55.8K as of Q2 2026.
  • FT Vest U.S. Equity Max Buffer ETF - December was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest U.S. Equity Max Buffer ETF - December made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #779 holding.
  • 39 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.