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Cypress Wealth Services’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Cypress Wealth Services’s Portfolio QDEC Stock Details QDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,845
Closed -$290K – 253
2023
Q2 		$290K Hold
12,845
– – 0.08% 188
2023
Q1 		$266K Buy
+12,845
New +$253K 0.08% 194

Other funds holding QDEC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cypress Wealth Services's QDEC Position: Q3 2023 in Review

Cypress Wealth Services sold out of FT Vest Growth-100 Buffer ETF December (QDEC) in Q3 2023, closing a stake of 12,845 shares — an estimated $290K sold.

Cypress Wealth Services first reported a position in QDEC in Q1 2023 and held it in 2 quarters. The position peaked at $290K in Q2 2023. 51 funds tracked by Wall St. Rank hold QDEC as of Q3 2023.

  • Cypress Wealth Services reported no remaining FT Vest Growth-100 Buffer ETF December position as of Q3 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 12,845 FT Vest Growth-100 Buffer ETF December shares in Q3 2023, an estimated $290K.
  • Cypress Wealth Services first reported a position in FT Vest Growth-100 Buffer ETF December in Q1 2023 and held it in 2 quarters.
  • Cypress Wealth Services's FT Vest Growth-100 Buffer ETF December position peaked at $290K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q3 2023.

Based on Cypress Wealth Services's 13F filing for Q3 2023, filed 13 Oct 2023.