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
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 $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Capasso Planning Partners's DECM Position: Q1 2026 in Review

Capasso Planning Partners opened a new position in FT Vest U.S. Equity Max Buffer ETF - December (DECM) in Q1 2026: 74,404 shares worth $2.43M. The stake represents 1.31% of the portfolio and ranks #18 among its holdings.

37 funds tracked by Wall St. Rank hold DECM as of Q1 2026.

  • Capasso Planning Partners held 74,404 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $2.43M as of Q1 2026.
  • FT Vest U.S. Equity Max Buffer ETF - December was a new Capasso Planning Partners position in Q1 2026.
  • FT Vest U.S. Equity Max Buffer ETF - December made up 1.31% of Capasso Planning Partners's portfolio in Q1 2026, its #18 holding.
  • 37 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.