Evolution Wealth Management’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$139K	Sell	3,487 -303	-8%	-$11.9K	0.08%	157
2026 Q1	$140K	Hold	3,790	–	–	0.1%	144
2025 Q4	$143K	Hold	3,790	–	–	0.12%	135
2025 Q3	$139K	Sell	3,790 -3,423	-47%	-$123K	0.14%	119
2025 Q2	$254K	Buy	+7,213	New	+$242K	0.31%	63

Other funds holding GDEC

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

FIBOI

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

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

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

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

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

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

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

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

Evolution Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 8% in Q2 2026, selling an estimated $11.9K and leaving 3,487 shares worth $139K. The position accounts for 0.08% of the portfolio, ranked #157.

Evolution Wealth Management first reported a position in GDEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $254K in Q2 2025. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

Evolution Wealth Management held 3,487 shares of FT Vest US Equity Moderate Buffer ETF December worth $139K as of Q2 2026.
Evolution Wealth Management sold 303 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2026, an estimated $11.9K.
FT Vest US Equity Moderate Buffer ETF December made up 0.08% of Evolution Wealth Management's portfolio in Q2 2026, its #157 holding.
Evolution Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's FT Vest US Equity Moderate Buffer ETF December position peaked at $254K in Q2 2025.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

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