Blue Bell Private Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Blue Bell Private Wealth 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
2026 Q2	$1.27M	Sell	29,677 -54	-0.2%	-$2.28K	0.16%	106
2026 Q1	$1.2M	Buy	29,731 +1,888	+7%	+$77.3K	0.17%	94
2025 Q4	$1.14M	Sell	27,843 -354	-1%	-$14.3K	0.17%	98
2025 Q3	$1.13M	Sell	28,197 -478	-2%	-$18.9K	0.17%	90
2025 Q2	$1.11M	Sell	28,675 -226	-0.8%	-$8.41K	0.19%	78
2025 Q1	$1.06M	Sell	28,901 -10	-0%	-$374	0.2%	78
2024 Q4	$1.08M	Sell	28,911 -141	-0.5%	-$5.23K	0.21%	74
2024 Q3	$1.07M	Sell	29,052 -1,052	-3%	-$38.2K	0.2%	74
2024 Q2	$1.09M	Sell	30,104 -154	-0.5%	-$5.47K	0.22%	70
2024 Q1	$1.07M	Sell	30,258 -10	-0%	-$347	0.23%	69
2023 Q4	$1.03M	Sell	30,268 -146	-0.5%	-$4.89K	0.25%	63
2023 Q3	$1M	Sell	30,414 -51	-0.2%	-$1.68K	0.27%	60
2023 Q2	$994K	Sell	30,465 -36	-0.1%	-$1.14K	0.26%	60
2023 Q1	$952K	Buy	30,501 +19,801	+185%	+$607K	0.29%	56
2022 Q4	$318K	Buy	+10,700	New	+$312K	0.1%	90

Other funds holding XDEC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Blue Bell Private Wealth Management's XDEC Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) stake by 0.18% in Q2 2026, selling an estimated $2.28K and leaving 29,677 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #106.

Blue Bell Private Wealth Management first reported a position in XDEC in Q4 2022 and has held it in 15 quarters since. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

Blue Bell Private Wealth Management held 29,677 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $1.27M as of Q2 2026.
Blue Bell Private Wealth Management sold 54 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2026, an estimated $2.28K.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.16% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #106 holding.
Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q4 2022 and has held it in 15 quarters since.
84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.