Capasso Planning Partners’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Capasso Planning Partners’s Portfolio DDEC Stock Details DDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Buy	23,006 +247	+1%	+$11.5K	0.54%	29
2026 Q1	$1.01M	Buy	22,759 +16,889	+288%	+$761K	0.54%	27
2025 Q4	$265K	Sell	5,870 -110	-2%	-$4.87K	0.15%	69
2025 Q3	$262K	Sell	5,980 -139	-2%	-$5.94K	0.16%	63
2025 Q2	$256K	Sell	6,119 -8	-0.1%	-$319	0.14%	73
2025 Q1	$240K	Buy	+6,127	New	+$247K	0.1%	90

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

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

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

KAS

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

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Capasso Planning Partners's DDEC Position: Q2 2026 in Review

Capasso Planning Partners increased its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 1.1% in Q2 2026, buying an estimated $11.5K and bringing the position to 23,006 shares worth $1.09M. The position accounts for 0.54% of the portfolio, ranked #29.

Capasso Planning Partners first reported a position in DDEC in Q1 2025 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Capasso Planning Partners held 23,006 shares of FT Vest US Equity Deep Buffer ETF December worth $1.09M as of Q2 2026.
Capasso Planning Partners bought 247 FT Vest US Equity Deep Buffer ETF December shares in Q2 2026, an estimated $11.5K.
FT Vest US Equity Deep Buffer ETF December made up 0.54% of Capasso Planning Partners's portfolio in Q2 2026, its #29 holding.
Capasso Planning Partners first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2025 and has held it in 6 quarters since.
126 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.