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

Envestnet 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
2026 Q2	$819K	Sell	24,292 -9,661	-28%	-$323K	﹤0.01%	3744
2026 Q1	$1.11M	Sell	33,953 -594	-2%	-$19.5K	﹤0.01%	3413
2025 Q4	$1.13M	Buy	34,547 +21,633	+168%	+$704K	﹤0.01%	3193
2025 Q3	$417K	Buy	12,914 +931	+8%	+$29.7K	﹤0.01%	3883
2025 Q2	$378K	Buy	+11,983	New	+$370K	﹤0.01%	3901

Other funds holding DECM

PWP

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

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

KAS

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

CCFM

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management's DECM Position: Q2 2026 in Review

Envestnet Asset Management reduced its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 28% in Q2 2026, selling an estimated $323K and leaving 24,292 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #3744.

Envestnet Asset Management first reported a position in DECM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q4 2025. 39 funds tracked by Wall St. Rank hold DECM as of Q2 2026.

Envestnet Asset Management held 24,292 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $819K as of Q2 2026.
Envestnet Asset Management sold 9,661 FT Vest U.S. Equity Max Buffer ETF - December shares in Q2 2026, an estimated $323K.
FT Vest U.S. Equity Max Buffer ETF - December made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3744 holding.
Envestnet Asset Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q2 2025 and has held it in 5 quarters since.
Envestnet Asset Management's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $1.13M in Q4 2025.
39 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.