AssuredPartners Investment Advisors’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

AssuredPartners Investment Advisors’s Portfolio GDEC Stock Details GDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,400	Closed	-$280K	–	416
2025 Q4	$280K	Hold	7,400	–	–	0.04%	285
2025 Q3	$271K	Hold	7,400	–	–	0.06%	218
2025 Q2	$260K	Hold	7,400	–	–	0.06%	206
2025 Q1	$245K	Hold	7,400	–	–	0.05%	287
2024 Q4	$250K	Buy	+7,400	New	+$248K	0.05%	295

Other funds holding GDEC

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AssuredPartners Investment Advisors's GDEC Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q1 2026, closing a stake of 7,400 shares — an estimated $280K sold.

AssuredPartners Investment Advisors first reported a position in GDEC in Q4 2024 and held it in 5 quarters. The position peaked at $280K in Q4 2025. 108 funds tracked by Wall St. Rank hold GDEC as of Q1 2026.

AssuredPartners Investment Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q1 2026 after selling out during the quarter.
AssuredPartners Investment Advisors sold 7,400 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $280K.
AssuredPartners Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and held it in 5 quarters.
AssuredPartners Investment Advisors's FT Vest US Equity Moderate Buffer ETF December position peaked at $280K in Q4 2025.
108 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.