Columbia Advisory Partners’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Columbia Advisory Partners’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 Q1	–	Sell	-6,675	Closed	-$252K	–	100
2025 Q4	$252K	Sell	6,675 -925	-12%	-$34.4K	0.17%	73
2025 Q3	$279K	Sell	7,600 -4	-0.1%	-$144	0.19%	66
2025 Q2	$267K	Hold	7,604	–	–	0.2%	63
2025 Q1	$252K	Buy	+7,604	New	+$258K	0.22%	59

Other funds holding GDEC

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Columbia Advisory Partners's GDEC Position: Q1 2026 in Review

Columbia Advisory Partners sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q1 2026, closing a stake of 6,675 shares — an estimated $252K sold.

Columbia Advisory Partners first reported a position in GDEC in Q1 2025 and held it in 4 quarters. The position peaked at $279K in Q3 2025. 107 funds tracked by Wall St. Rank hold GDEC as of Q1 2026.

Columbia Advisory Partners reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q1 2026 after selling out during the quarter.
Columbia Advisory Partners sold 6,675 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $252K.
Columbia Advisory Partners first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2025 and held it in 4 quarters.
Columbia Advisory Partners's FT Vest US Equity Moderate Buffer ETF December position peaked at $279K in Q3 2025.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2026.

Based on Columbia Advisory Partners's 13F filing for Q1 2026, filed 23 Apr 2026.