CreativeOne Wealth’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

CreativeOne Wealth’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	-64,650	Closed	-$2.45M	–	1214
2025 Q4	$2.45M	Buy	+64,650	New	+$2.4M	0.06%	294
2024 Q4	–	Sell	-22,013	Closed	-$731K	–	1089
2024 Q3	$731K	Buy	+22,013	New	+$720K	0.02%	520
2024 Q2	–	Sell	-25,639	Closed	-$809K	–	826
2024 Q1	$809K	Buy	+25,639	New	+$792K	0.03%	428

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 $367M AUM 36.16% 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

CreativeOne Wealth's GDEC Position: Q1 2026 in Review

CreativeOne Wealth sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q1 2026, closing a stake of 64,650 shares — an estimated $2.45M sold.

CreativeOne Wealth first reported a position in GDEC in Q1 2024 and held it in 3 quarters. The position peaked at $2.45M in Q4 2025. 107 funds tracked by Wall St. Rank hold GDEC as of Q1 2026.

CreativeOne Wealth reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 64,650 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $2.45M.
CreativeOne Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2024 and held it in 3 quarters.
CreativeOne Wealth's FT Vest US Equity Moderate Buffer ETF December position peaked at $2.45M in Q4 2025.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.