HBW Advisory Services’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

HBW Advisory Services’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	$555K	Sell	16,989 -487	-3%	-$16K	0.06%	278
2025 Q4	$574K	Buy	17,476 +7,629	+77%	+$248K	0.06%	263
2025 Q3	$318K	Hold	9,847	–	–	0.04%	333
2025 Q2	$310K	Hold	9,847	–	–	0.04%	315
2025 Q1	$301K	Buy	+9,847	New	+$304K	0.04%	286

Other funds holding DECM

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

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

Commonwealth Equity Services

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

Envestnet Asset Management

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return