Gladstone Institutional Advisory’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Gladstone Institutional Advisory’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	$4.7M	Sell	118,200 -1,500	-1%	-$58.7K	0.15%	148
2026 Q1	$4.43M	Buy	+119,700	New	+$4.52M	0.16%	142

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

Gladstone Institutional Advisory's GDEC Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 1.3% in Q2 2026, selling an estimated $58.7K and leaving 118,200 shares worth $4.7M. The position accounts for 0.15% of the portfolio, ranked #148.

Gladstone Institutional Advisory first reported a position in GDEC in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

Gladstone Institutional Advisory held 118,200 shares of FT Vest US Equity Moderate Buffer ETF December worth $4.7M as of Q2 2026.
Gladstone Institutional Advisory sold 1,500 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2026, an estimated $58.7K.
FT Vest US Equity Moderate Buffer ETF December made up 0.15% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #148 holding.
Gladstone Institutional Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2026 and has held it in 2 quarters since.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.