Harbour Investments’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Harbour Investments’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 Q1	$537K	Buy	16,446 +3,892	+31%	+$128K	0.01%	1021
2025 Q4	$412K	Buy	12,554 +9,096	+263%	+$296K	0.01%	938
2025 Q3	$112K	Hold	3,458	–	–	﹤0.01%	1534
2025 Q2	$109K	Sell	3,458 -1,996	-37%	-$61.6K	﹤0.01%	1466
2025 Q1	$167K	Hold	5,454	–	–	﹤0.01%	1183
2024 Q4	$168K	Buy	+5,454	New	+$168K	﹤0.01%	1128

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 $185M AUM 14.14% 1-Year Est. Return

KAS

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

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

CCFM

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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Harbour Investments's DECM Position: Q1 2026 in Review

Harbour Investments increased its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 31% in Q1 2026, buying an estimated $128K and bringing the position to 16,446 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #1021.

Harbour Investments first reported a position in DECM in Q4 2024 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold DECM as of Q1 2026.

Harbour Investments held 16,446 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $537K as of Q1 2026.
Harbour Investments bought 3,892 FT Vest U.S. Equity Max Buffer ETF - December shares in Q1 2026, an estimated $128K.
FT Vest U.S. Equity Max Buffer ETF - December made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1021 holding.
Harbour Investments first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q4 2024 and has held it in 6 quarters since.
37 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.