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

Diversify Wealth Management’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
Q2 		$1.33M Hold
30,951
– – 0.02% 538
2026
Q1 		$1.3M Buy
+30,951
New +$1.27M 0.02% 510

Other funds holding XDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Diversify Wealth Management's XDEC Position: Q2 2026 in Review

Diversify Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) position steady in Q2 2026 at 30,951 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #538.

Diversify Wealth Management first reported a position in XDEC in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

  • Diversify Wealth Management held 30,951 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $1.33M as of Q2 2026.
  • Diversify Wealth Management left its FT Vest US Equity Enhance & Moderate Buffer ETF December share count unchanged in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #538 holding.
  • Diversify Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.