Grant Private Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Grant Private Wealth Management’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
2025 Q3	–	Sell	-131,080	Closed	-$5.09M	–	173
2025 Q2	$5.09M	Buy	+131,080	New	+$4.88M	2.89%	14

Other funds holding XDEC

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Griffith & Werner Canton, Georgia $202M AUM

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Grant Private Wealth Management's XDEC Position: Q3 2025 in Review

Grant Private Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q3 2025, closing a stake of 131,080 shares — an estimated $5.09M sold.

Grant Private Wealth Management first reported a position in XDEC in Q2 2025 and held it in 1 quarter. The position peaked at $5.09M in Q2 2025. 86 funds tracked by Wall St. Rank hold XDEC as of Q3 2025.

Grant Private Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q3 2025 after selling out during the quarter.
Grant Private Wealth Management sold 131,080 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q3 2025, an estimated $5.09M.
Grant Private Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q2 2025 and held it in 1 quarter.
Grant Private Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $5.09M in Q2 2025.
86 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q3 2025.

Based on Grant Private Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.