Global Retirement Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Global Retirement Partners’s Portfolio XDEC Stock Details XDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.8M	Buy	+88,665	New	+$3.74M	0.06%	305
2025 Q4	$3.53M	Buy	86,337 +1,638	+2%	+$66.3K	0.06%	285
2025 Q3	$3.4M	Sell	84,699 -597	-0.7%	-$23.6K	0.08%	242
2025 Q2	$3.31M	Buy	+85,296	New	+$3.17M	0.08%	222
2024 Q4	$4.6M	Buy	123,456 +849	+0.7%	+$31.5K	0.13%	155
2024 Q3	$4.51M	Sell	122,607 -8,122	-6%	-$295K	0.14%	148
2024 Q2	$4.72M	Buy	130,729 +4,514	+4%	+$160K	0.15%	144
2024 Q1	$4.45M	Buy	126,215 +375	+0.3%	+$13K	0.17%	134
2023 Q4	$4.3M	Buy	125,840 +43,655	+53%	+$1.46M	0.18%	121
2023 Q3	$2.7M	Sell	82,185 -607	-0.7%	-$20K	0.14%	151
2023 Q2	$2.7M	Buy	82,792 +1,059	+1%	+$33.7K	0.13%	146
2023 Q1	$2.56M	Buy	+81,733	New	+$2.51M	0.14%	153

Other funds holding XDEC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

KAS

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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Global Retirement Partners's XDEC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q2 2026: 88,665 shares worth $3.8M. The stake represents 0.06% of the portfolio and ranks #305 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XDEC as recently as Q4 2025.

Global Retirement Partners first reported a position in XDEC in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.72M in Q2 2024. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

Global Retirement Partners held 88,665 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $3.8M as of Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF December was a new Global Retirement Partners position in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #305 holding.
Global Retirement Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $4.72M in Q2 2024.
84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.