AE Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

AE Wealth Management’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	$307K	Sell	9,092 -5,943	-40%	-$199K	﹤0.01%	1475
2026 Q1	$491K	Hold	15,035	–	–	﹤0.01%	1124
2025 Q4	$494K	Buy	15,035 +8,960	+147%	+$291K	﹤0.01%	1059
2025 Q3	$196K	Hold	6,075	–	–	﹤0.01%	1409
2025 Q2	$192K	Sell	6,075 -3,265	-35%	-$101K	﹤0.01%	1323
2025 Q1	$286K	Buy	9,340 +5,593	+149%	+$172K	﹤0.01%	1111
2024 Q4	$115K	Buy	+3,747	New	+$115K	﹤0.01%	1400

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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 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

AE Wealth Management's DECM Position: Q2 2026 in Review

AE Wealth Management reduced its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 40% in Q2 2026, selling an estimated $199K and leaving 9,092 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

AE Wealth Management first reported a position in DECM in Q4 2024 and has held it in 7 quarters since. The position peaked at $494K in Q4 2025. 39 funds tracked by Wall St. Rank hold DECM as of Q2 2026.

AE Wealth Management held 9,092 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $307K as of Q2 2026.
AE Wealth Management sold 5,943 FT Vest U.S. Equity Max Buffer ETF - December shares in Q2 2026, an estimated $199K.
FT Vest U.S. Equity Max Buffer ETF - December made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1475 holding.
AE Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $494K in Q4 2025.
39 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.