CFML
GDEC icon

COMPASS FINANCIAL MANAGEMENT LLC’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio GDEC Stock Details GDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$160K Buy
+3,979
New +$156K 0.02% 462

Other funds holding GDEC

HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's GDEC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q2 2026: 3,979 shares worth $160K. The stake represents 0.02% of the portfolio and ranks #462 among its holdings.

84 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 3,979 shares of FT Vest US Equity Moderate Buffer ETF December worth $160K as of Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF December was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF December made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #462 holding.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.