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 Q2	$245K	Hold	5,161	–	–	0.14%	108
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 $471M AUM

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

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

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Evolution Wealth Management's DDEC Position: Q2 2026 in Review

Evolution Wealth Management held its FT Vest US Equity Deep Buffer ETF December (DDEC) position steady in Q2 2026 at 5,161 shares worth $245K. The position accounts for 0.14% of the portfolio, ranked #108.

Evolution Wealth Management first reported a position in DDEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $538K in Q2 2025. 127 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Evolution Wealth Management held 5,161 shares of FT Vest US Equity Deep Buffer ETF December worth $245K as of Q2 2026.
Evolution Wealth Management left its FT Vest US Equity Deep Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF December made up 0.14% of Evolution Wealth Management's portfolio in Q2 2026, its #108 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 5 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 Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.