CreativeOne Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

CreativeOne Wealth’s Portfolio XDEC Stock Details XDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$490K	Sell	12,146 -3,780	-24%	-$155K	0.01%	816
2025 Q4	$652K	Sell	15,926 -14,849	-48%	-$601K	0.02%	694
2025 Q3	$1.23M	Buy	30,775 +16,714	+119%	+$660K	0.03%	470
2025 Q2	$546K	Buy	14,061 +76	+0.5%	+$2.83K	0.01%	705
2025 Q1	$515K	Sell	13,985 -348	-2%	-$13K	0.02%	676
2024 Q4	$535K	Sell	14,333 -23,141	-62%	-$858K	0.02%	670
2024 Q3	$1.38M	Buy	+37,474	New	+$1.36M	0.05%	345
2024 Q2	–	Sell	-13,153	Closed	-$464K	–	931
2024 Q1	$464K	Buy	+13,153	New	+$456K	0.02%	583

Other funds holding XDEC

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

KAS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Griffith & Werner Canton, Georgia $202M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

CreativeOne Wealth's XDEC Position: Q1 2026 in Review

CreativeOne Wealth reduced its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) stake by 24% in Q1 2026, selling an estimated $155K and leaving 12,146 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #816.

CreativeOne Wealth first reported a position in XDEC in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q3 2024. 83 funds tracked by Wall St. Rank hold XDEC as of Q1 2026.

CreativeOne Wealth held 12,146 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $490K as of Q1 2026.
CreativeOne Wealth sold 3,780 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q1 2026, an estimated $155K.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #816 holding.
CreativeOne Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2024 and has held it in 8 quarters since.
CreativeOne Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $1.38M in Q3 2024.
83 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q1 2026.

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