Capital Analysts LLC’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Capital Analysts LLC’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	$391K	Hold	11,593	–	–	0.01%	543
2026 Q1	$379K	Buy	11,593 +3,646	+46%	+$120K	0.01%	511
2025 Q4	$261K	Sell	7,947 -809	-9%	-$26.3K	0.01%	571
2025 Q3	$282K	Hold	8,756	–	–	0.01%	533
2025 Q2	$276K	Hold	8,756	–	–	0.01%	485
2025 Q1	$268K	Hold	8,756	–	–	0.01%	476
2024 Q4	$269K	Buy	+8,756	New	+$270K	0.01%	434

Other funds holding DECM

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

KAS

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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 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

Capital Analysts LLC's DECM Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest U.S. Equity Max Buffer ETF - December (DECM) position steady in Q2 2026 at 11,593 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #543.

Capital Analysts LLC first reported a position in DECM in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold DECM as of Q2 2026.

Capital Analysts LLC held 11,593 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $391K as of Q2 2026.
Capital Analysts LLC left its FT Vest U.S. Equity Max Buffer ETF - December share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - December made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #543 holding.
Capital Analysts LLC first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q4 2024 and has held it in 7 quarters since.
39 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.