Creekmur Asset Management’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Creekmur Asset Management’s Portfolio DECM Stock Details DECM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$914K	Sell	28,347 -6,556	-19%	-$209K	0.15%	85
2025 Q2	$1.1M	Sell	34,903 -61	-0.2%	-$1.88K	0.19%	82
2025 Q1	$1.07M	Buy	34,964 +32,856	+1,559%	+$1.01M	0.22%	48
2024 Q4	$64.8K	Buy	+2,108	New	+$64.9K	0.01%	195

Other funds holding DECM

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DFP

Defined Financial Planning San Rafael, California $121M AUM 15.73% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creekmur Asset Management's DECM Position: Q3 2025 in Review

Creekmur Asset Management reduced its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 19% in Q3 2025, selling an estimated $209K and leaving 28,347 shares worth $914K. The position accounts for 0.15% of the portfolio, ranked #85.

Creekmur Asset Management first reported a position in DECM in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.1M in Q2 2025. 31 funds tracked by Wall St. Rank hold DECM as of Q3 2025.

Creekmur Asset Management held 28,347 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $914K as of Q3 2025.
Creekmur Asset Management sold 6,556 FT Vest U.S. Equity Max Buffer ETF - December shares in Q3 2025, an estimated $209K.
FT Vest U.S. Equity Max Buffer ETF - December made up 0.15% of Creekmur Asset Management's portfolio in Q3 2025, its #85 holding.
Creekmur Asset Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q4 2024 and has held it in 4 quarters since.
Creekmur Asset Management's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $1.1M in Q2 2025.
31 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.