Evolution Wealth Management’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Evolution Wealth Management’s Portfolio DDEC Stock Details DDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$229K	Hold	5,161	–	–	0.17%	100
2025 Q4	$233K	Sell	5,161 -4,911	-49%	-$218K	0.19%	90
2025 Q3	$441K	Sell	10,072 -2,819	-22%	-$120K	0.45%	45
2025 Q2	$538K	Buy	+12,891	New	+$514K	0.66%	32

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evolution Wealth Management's DDEC Position: Q1 2026 in Review

Evolution Wealth Management held its FT Vest US Equity Deep Buffer ETF December (DDEC) position steady in Q1 2026 at 5,161 shares worth $229K. The position accounts for 0.17% of the portfolio, ranked #100.

Evolution Wealth Management first reported a position in DDEC in Q2 2025 and has held it in 4 quarters since. The position peaked at $538K in Q2 2025. 127 funds tracked by Wall St. Rank hold DDEC as of Q1 2026.

Evolution Wealth Management held 5,161 shares of FT Vest US Equity Deep Buffer ETF December worth $229K as of Q1 2026.
Evolution Wealth Management left its FT Vest US Equity Deep Buffer ETF December share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF December made up 0.17% of Evolution Wealth Management's portfolio in Q1 2026, its #100 holding.
Evolution Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF December in Q2 2025 and has held it in 4 quarters since.
Evolution Wealth Management's FT Vest US Equity Deep Buffer ETF December position peaked at $538K in Q2 2025.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.