Grantvest Financial Group’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Grantvest Financial Group’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	$258K	Sell	6,477 -1,900	-23%	-$74.3K	0.15%	163
2026 Q1	$310K	Hold	8,377	–	–	0.2%	121
2025 Q4	$317K	Sell	8,377 -2,254	-21%	-$83.8K	0.2%	118
2025 Q3	$390K	Sell	10,631 -2,083	-16%	-$74.8K	0.27%	85
2025 Q2	$447K	Sell	12,714 -757	-6%	-$25.4K	0.33%	73
2025 Q1	$446K	Buy	13,471 +4,894	+57%	+$166K	0.36%	67
2024 Q4	$289K	Buy	+8,577	New	+$288K	0.32%	93

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

Grantvest Financial Group's GDEC Position: Q2 2026 in Review

Grantvest Financial Group reduced its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 23% in Q2 2026, selling an estimated $74.3K and leaving 6,477 shares worth $258K. The position accounts for 0.15% of the portfolio, ranked #163.

Grantvest Financial Group first reported a position in GDEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $447K in Q2 2025. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

Grantvest Financial Group held 6,477 shares of FT Vest US Equity Moderate Buffer ETF December worth $258K as of Q2 2026.
Grantvest Financial Group sold 1,900 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2026, an estimated $74.3K.
FT Vest US Equity Moderate Buffer ETF December made up 0.15% of Grantvest Financial Group's portfolio in Q2 2026, its #163 holding.
Grantvest Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's FT Vest US Equity Moderate Buffer ETF December position peaked at $447K 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 Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.