BAM
XDEC icon

Belpointe Asset Management’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Belpointe Asset Management’s Portfolio XDEC Stock Details XDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,376
Closed -$105K – 3406
2023
Q1 		$105K Hold
3,376
– – 0.01% 1271
2022
Q4 		$100K Buy
+3,376
New +$98.3K 0.01% 1231

Other funds holding XDEC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Belpointe Asset Management's XDEC Position: Q2 2023 in Review

Belpointe Asset Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q2 2023, closing a stake of 3,376 shares — an estimated $105K sold.

Belpointe Asset Management first reported a position in XDEC in Q4 2022 and held it in 2 quarters. The position peaked at $105K in Q1 2023. 73 funds tracked by Wall St. Rank hold XDEC as of Q2 2023.

  • Belpointe Asset Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,376 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2023, an estimated $105K.
  • Belpointe Asset Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $105K in Q1 2023.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.