Commonwealth Equity Services’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Commonwealth Equity Services’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 Q1	$1.9M	Buy	58,018 +398	+0.7%	+$13.1K	﹤0.01%	2057
2025 Q4	$1.89M	Sell	57,620 -160,603	-74%	-$5.22M	﹤0.01%	2030
2025 Q3	$7.04M	Sell	218,223 -49,147	-18%	-$1.57M	0.01%	1117
2025 Q2	$8.43M	Sell	267,370 -33,293	-11%	-$1.03M	0.01%	1019
2025 Q1	$9.19M	Buy	300,663 +269,554	+866%	+$8.31M	0.01%	915
2024 Q4	$956K	Buy	+31,109	New	+$958K	﹤0.01%	2427

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 $185M AUM 14.14% 1-Year Est. Return

KAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

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

Commonwealth Equity Services's DECM Position: Q1 2026 in Review

Commonwealth Equity Services increased its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 0.69% in Q1 2026, buying an estimated $13.1K and bringing the position to 58,018 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Commonwealth Equity Services first reported a position in DECM in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.19M in Q1 2025. 37 funds tracked by Wall St. Rank hold DECM as of Q1 2026.

Commonwealth Equity Services held 58,018 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $1.9M as of Q1 2026.
Commonwealth Equity Services bought 398 FT Vest U.S. Equity Max Buffer ETF - December shares in Q1 2026, an estimated $13.1K.
FT Vest U.S. Equity Max Buffer ETF - December made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2057 holding.
Commonwealth Equity Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q4 2024 and has held it in 6 quarters since.
Commonwealth Equity Services's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $9.19M in Q1 2025.
37 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.