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

Evolution Wealth 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	$90.2K	Hold	2,675	–	–	0.05%	224
2026 Q1	$87.4K	Hold	2,675	–	–	0.06%	188
2025 Q4	$87.9K	Hold	2,675	–	–	0.07%	182
2025 Q3	$86.3K	Hold	2,675	–	–	0.09%	153
2025 Q2	$84.3K	Buy	+2,675	New	+$82.6K	0.1%	132

Other funds holding DECM

PWP

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

KAS

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

Evolution Wealth Management held its FT Vest U.S. Equity Max Buffer ETF - December (DECM) position steady in Q2 2026 at 2,675 shares worth $90.2K. The position accounts for 0.05% of the portfolio, ranked #224.

Evolution Wealth Management first reported a position in DECM in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold DECM as of Q2 2026.

Evolution Wealth Management held 2,675 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $90.2K as of Q2 2026.
Evolution Wealth Management left its FT Vest U.S. Equity Max Buffer ETF - December share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - December made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #224 holding.
Evolution Wealth 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.
14 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q2 2026.

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