B.O.S.S. Retirement Advisors’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

B.O.S.S. Retirement 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
2025 Q3	–	Sell	-23,489	Closed	-$826K	–	200
2025 Q2	$826K	Sell	23,489 -85,718	-78%	-$2.87M	0.21%	100
2025 Q1	$3.62M	Buy	109,207 +1,414	+1%	+$47.9K	1.05%	22
2024 Q4	$3.64M	Buy	+107,793	New	+$3.62M	1.02%	23

Other funds holding GDEC

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

B.O.S.S. Retirement Advisors's GDEC Position: Q3 2025 in Review

B.O.S.S. Retirement Advisors sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q3 2025, closing a stake of 23,489 shares — an estimated $826K sold.

B.O.S.S. Retirement Advisors first reported a position in GDEC in Q4 2024 and held it in 3 quarters. The position peaked at $3.64M in Q4 2024. 81 funds tracked by Wall St. Rank hold GDEC as of Q3 2025.

B.O.S.S. Retirement Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q3 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 23,489 FT Vest US Equity Moderate Buffer ETF December shares in Q3 2025, an estimated $826K.
B.O.S.S. Retirement Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and held it in 3 quarters.
B.O.S.S. Retirement Advisors's FT Vest US Equity Moderate Buffer ETF December position peaked at $3.64M in Q4 2024.
81 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q3 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.