Cypress Wealth Services’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History

Cypress Wealth Services’s Portfolio YDEC Stock Details YDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9,756	Closed	-$230K	–	300
2024 Q2	$230K	Hold	9,756	–	–	0.05%	229
2024 Q1	$229K	Hold	9,756	–	–	0.05%	234
2023 Q4	$222K	Hold	9,756	–	–	0.06%	222
2023 Q3	$205K	Hold	9,756	–	–	0.06%	224
2023 Q2	$217K	Hold	9,756	–	–	0.06%	221
2023 Q1	$208K	Buy	+9,756	New	+$204K	0.06%	227

Other funds holding YDEC

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

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

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Cypress Wealth Services's YDEC Position: Q3 2024 in Review

Cypress Wealth Services sold out of FT Vest International Equity Moderate Buffer ETF December (YDEC) in Q3 2024, closing a stake of 9,756 shares — an estimated $230K sold.

Cypress Wealth Services first reported a position in YDEC in Q1 2023 and held it in 6 quarters. The position peaked at $230K in Q2 2024. 43 funds tracked by Wall St. Rank hold YDEC as of Q3 2024.

Cypress Wealth Services reported no remaining FT Vest International Equity Moderate Buffer ETF December position as of Q3 2024 after selling out during the quarter.
Cypress Wealth Services sold 9,756 FT Vest International Equity Moderate Buffer ETF December shares in Q3 2024, an estimated $230K.
Cypress Wealth Services first reported a position in FT Vest International Equity Moderate Buffer ETF December in Q1 2023 and held it in 6 quarters.
Cypress Wealth Services's FT Vest International Equity Moderate Buffer ETF December position peaked at $230K in Q2 2024.
43 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF December as of Q3 2024.

Based on Cypress Wealth Services's 13F filing for Q3 2024, filed 9 Oct 2024.