Gallagher Fiduciary Advisors’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Gallagher Fiduciary Advisors’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	$210K	Hold	6,235	–	–	0.01%	344
2026 Q1	$204K	Sell	6,235 -645	-9%	-$21.2K	0.01%	324
2025 Q4	$226K	Buy	+6,880	New	+$224K	0.01%	304

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

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

CCFM

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

Gallagher Fiduciary Advisors's DECM Position: Q2 2026 in Review

Gallagher Fiduciary Advisors held its FT Vest U.S. Equity Max Buffer ETF - December (DECM) position steady in Q2 2026 at 6,235 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #344.

Gallagher Fiduciary Advisors first reported a position in DECM in Q4 2025 and has held it in 3 quarters since. The position peaked at $226K in Q4 2025. 39 funds tracked by Wall St. Rank hold DECM as of Q2 2026.

Gallagher Fiduciary Advisors held 6,235 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $210K as of Q2 2026.
Gallagher Fiduciary Advisors 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 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #344 holding.
Gallagher Fiduciary Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q4 2025 and has held it in 3 quarters since.
Gallagher Fiduciary Advisors's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $226K 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 Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.