Clear Creek Financial Management’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Clear Creek Financial Management’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	$806K	Sell	23,900 -150	-0.6%	-$5.02K	0.05%	308
2026 Q1	$786K	Buy	24,050 +2,475	+11%	+$81.4K	0.06%	296
2025 Q4	$709K	Sell	21,575 -50	-0.2%	-$1.63K	0.06%	299
2025 Q3	$698K	Sell	21,625 -5,621	-21%	-$179K	0.06%	301
2025 Q2	$859K	Buy	27,246 +4,226	+18%	+$131K	0.08%	247
2025 Q1	$704K	Buy	+23,020	New	+$710K	0.07%	254

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Clear Creek Financial Management's DECM Position: Q2 2026 in Review

Clear Creek Financial Management reduced its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 0.62% in Q2 2026, selling an estimated $5.02K and leaving 23,900 shares worth $806K. The position accounts for 0.05% of the portfolio, ranked #308.

Clear Creek Financial Management first reported a position in DECM in Q1 2025 and has held it in 6 quarters since. The position peaked at $859K in Q2 2025. 39 funds tracked by Wall St. Rank hold DECM as of Q2 2026.

Clear Creek Financial Management held 23,900 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $806K as of Q2 2026.
Clear Creek Financial Management sold 150 FT Vest U.S. Equity Max Buffer ETF - December shares in Q2 2026, an estimated $5.02K.
FT Vest U.S. Equity Max Buffer ETF - December made up 0.05% of Clear Creek Financial Management's portfolio in Q2 2026, its #308 holding.
Clear Creek Financial Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q1 2025 and has held it in 6 quarters since.
Clear Creek Financial Management's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $859K in Q2 2025.
39 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.