CPP
DECM

Capasso Planning Partners’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Capasso Planning Partners’s Portfolio DECM Stock Details DECM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.37M Sell
70,431
-3,973
-5% -$133K 1.18% 19
2026
Q1 		$2.43M Buy
+74,404
New +$2.45M 1.31% 18

Other funds holding DECM

PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Capasso Planning Partners reduced its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 5.3% in Q2 2026, selling an estimated $133K and leaving 70,431 shares worth $2.37M. The position accounts for 1.18% of the portfolio, ranked #19.

Capasso Planning Partners first reported a position in DECM in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.43M in Q1 2026. 39 funds tracked by Wall St. Rank hold DECM as of Q2 2026.

  • Capasso Planning Partners held 70,431 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $2.37M as of Q2 2026.
  • Capasso Planning Partners sold 3,973 FT Vest U.S. Equity Max Buffer ETF - December shares in Q2 2026, an estimated $133K.
  • FT Vest U.S. Equity Max Buffer ETF - December made up 1.18% of Capasso Planning Partners's portfolio in Q2 2026, its #19 holding.
  • Capasso Planning Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q1 2026 and has held it in 2 quarters since.
  • Capasso Planning Partners's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $2.43M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q2 2026.

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