Clearstead Advisors’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Clearstead Advisors’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	$1.56M	Hold	39,283	–	–	0.01%	432
2026 Q1	$1.45M	Hold	39,283	–	–	0.01%	432
2025 Q4	$1.49M	Hold	39,283	–	–	0.02%	386
2025 Q3	$1.44M	Buy	+39,283	New	+$1.41M	0.02%	373
2025 Q2	–	Sell	-39,283	Closed	-$1.3M	–	2788
2025 Q1	$1.3M	Sell	39,283 -17,600	-31%	-$596K	0.02%	365
2024 Q4	$1.92M	Buy	+56,883	New	+$1.91M	0.03%	297

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's GDEC Position: Q2 2026 in Review

Clearstead Advisors held its FT Vest US Equity Moderate Buffer ETF December (GDEC) position steady in Q2 2026 at 39,283 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #432.

Clearstead Advisors first reported a position in GDEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.92M in Q4 2024. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

Clearstead Advisors held 39,283 shares of FT Vest US Equity Moderate Buffer ETF December worth $1.56M as of Q2 2026.
Clearstead Advisors left its FT Vest US Equity Moderate Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF December made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #432 holding.
Clearstead Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and has held it in 6 quarters since.
Clearstead Advisors's FT Vest US Equity Moderate Buffer ETF December position peaked at $1.92M in Q4 2024.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.