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BAM Wealth Management’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

BAM Wealth Management’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
-112,195
Closed -$4.24M – 169
2025
Q4 		$4.24M Buy
+112,195
New +$4.17M 3.07% 9

Other funds holding GDEC

HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BAM Wealth Management's GDEC Position: Q1 2026 in Review

BAM Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q1 2026, closing a stake of 112,195 shares — an estimated $4.24M sold.

BAM Wealth Management first reported a position in GDEC in Q4 2025 and held it in 1 quarter. The position peaked at $4.24M in Q4 2025. 107 funds tracked by Wall St. Rank hold GDEC as of Q1 2026.

  • BAM Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q1 2026 after selling out during the quarter.
  • BAM Wealth Management sold 112,195 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $4.24M.
  • BAM Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2025 and held it in 1 quarter.
  • BAM Wealth Management's FT Vest US Equity Moderate Buffer ETF December position peaked at $4.24M in Q4 2025.
  • 107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.