Commonwealth Equity Services

Commonwealth Equity Services’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Commonwealth Equity Services’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	$6.16M	Sell	166,423 -2,732	-2%	-$103K	0.01%	1196
2025 Q4	$6.4M	Sell	169,155 -53,478	-24%	-$1.99M	0.01%	1159
2025 Q3	$8.17M	Sell	222,633 -238,293	-52%	-$8.56M	0.01%	1034
2025 Q2	$16.2M	Buy	460,926 +52,477	+13%	+$1.76M	0.02%	666
2025 Q1	$13.5M	Buy	408,449 +222,603	+120%	+$7.54M	0.02%	725
2024 Q4	$6.27M	Buy	185,846 +135,628	+270%	+$4.55M	0.01%	1102
2024 Q3	$1.67M	Sell	50,218 -231	-0.5%	-$7.55K	﹤0.01%	1938
2024 Q2	$1.64M	Sell	50,449 -5,656	-10%	-$180K	﹤0.01%	1928
2024 Q1	$1.77M	Buy	56,105 +26,513	+90%	+$819K	﹤0.01%	1861
2023 Q4	$895K	Buy	+29,592	New	+$893K	﹤0.01%	2252

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Cetera Investment Advisers

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New Wave Wealth Advisors Springdale, Arkansas $286M AUM 31.14% 1-Year Est. Return

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

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return