Atria Investments’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Atria Investments’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	$968K	Sell	28,706 -1,108	-4%	-$37.1K	0.01%	1132
2026 Q1	$974K	Sell	29,814 -1,174	-4%	-$38.6K	0.01%	1070
2025 Q4	$1.02M	Buy	30,988 +1,420	+5%	+$46.2K	0.01%	1050
2025 Q3	$954K	Buy	29,568 +9,473	+47%	+$302K	0.01%	1079
2025 Q2	$634K	Buy	+20,095	New	+$621K	0.01%	1298

Other funds holding DECM

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Atria Investments's DECM Position: Q2 2026 in Review

Atria Investments reduced its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 3.7% in Q2 2026, selling an estimated $37.1K and leaving 28,706 shares worth $968K. The position accounts for 0.01% of the portfolio, ranked #1132.

Atria Investments first reported a position in DECM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2025. 14 funds tracked by Wall St. Rank hold DECM as of Q2 2026.

Atria Investments held 28,706 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $968K as of Q2 2026.
Atria Investments sold 1,108 FT Vest U.S. Equity Max Buffer ETF - December shares in Q2 2026, an estimated $37.1K.
FT Vest U.S. Equity Max Buffer ETF - December made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1132 holding.
Atria Investments first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q2 2025 and has held it in 5 quarters since.
Atria Investments's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $1.02M in Q4 2025.
14 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.