Harbour Investments’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Harbour Investments’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	$6.95M	Sell	174,568 -4,274	-2%	-$167K	0.09%	203
2026 Q1	$6.62M	Buy	178,842 +23,270	+15%	+$879K	0.1%	190
2025 Q4	$5.88M	Buy	155,572 +10,609	+7%	+$394K	0.12%	159
2025 Q3	$5.32M	Sell	144,963 -3,603	-2%	-$129K	0.12%	155
2025 Q2	$5.22M	Sell	148,566 -3,087	-2%	-$103K	0.13%	143
2025 Q1	$5.02M	Buy	151,653 +143,052	+1,663%	+$4.85M	0.14%	124
2024 Q4	$290K	Buy	8,601 +4,658	+118%	+$156K	0.01%	882
2024 Q3	$131K	Sell	3,943 -498	-11%	-$16.3K	﹤0.01%	1197
2024 Q2	$144K	Sell	4,441 -155	-3%	-$4.92K	﹤0.01%	1073
2024 Q1	$145K	Buy	4,596 +1,087	+31%	+$33.6K	0.01%	1048
2023 Q4	$106K	Buy	+3,509	New	+$106K	﹤0.01%	1113

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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Harbour Investments's GDEC Position: Q2 2026 in Review

Harbour Investments reduced its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 2.4% in Q2 2026, selling an estimated $167K and leaving 174,568 shares worth $6.95M. The position accounts for 0.09% of the portfolio, ranked #203.

Harbour Investments first reported a position in GDEC in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

Harbour Investments held 174,568 shares of FT Vest US Equity Moderate Buffer ETF December worth $6.95M as of Q2 2026.
Harbour Investments sold 4,274 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2026, an estimated $167K.
FT Vest US Equity Moderate Buffer ETF December made up 0.09% of Harbour Investments's portfolio in Q2 2026, its #203 holding.
Harbour Investments first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2023 and has held it in 11 quarters since.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.