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

Concurrent Investment 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	$1.57M	Sell	39,516 -2,564	-6%	-$100K	0.01%	801
2026 Q1	$1.56M	Buy	42,080 +16,588	+65%	+$627K	0.02%	704
2025 Q4	$964K	Buy	25,492 +440	+2%	+$16.4K	0.01%	849
2025 Q3	$919K	Sell	25,052 -573	-2%	-$20.6K	0.02%	677
2025 Q2	$901K	Hold	25,625	–	–	0.02%	630
2025 Q1	$848K	Buy	25,625 +923	+4%	+$31.3K	0.02%	594
2024 Q4	$833K	Buy	+24,702	New	+$829K	0.02%	535

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

Concurrent Investment Advisors's GDEC Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 6.1% in Q2 2026, selling an estimated $100K and leaving 39,516 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #801.

Concurrent Investment Advisors first reported a position in GDEC in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

Concurrent Investment Advisors held 39,516 shares of FT Vest US Equity Moderate Buffer ETF December worth $1.57M as of Q2 2026.
Concurrent Investment Advisors sold 2,564 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2026, an estimated $100K.
FT Vest US Equity Moderate Buffer ETF December made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #801 holding.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.