Compass Financial Management’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Compass Financial Management’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	$160K	Buy	+3,979	New	+$156K	0.02%	462

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 $508M AUM 24.82% 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

Compass Financial Management's GDEC Position: Q2 2026 in Review

Compass Financial Management opened a new position in FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q2 2026: 3,979 shares worth $160K. The stake represents 0.02% of the portfolio and ranks #462 among its holdings.

105 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

Compass Financial Management held 3,979 shares of FT Vest US Equity Moderate Buffer ETF December worth $160K as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF December was a new Compass Financial Management position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF December made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #462 holding.
105 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.