Heritage Oak Wealth Advisors’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio DDEC Stock Details DDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Hold	5,728	–	–	0.08%	80
2026 Q1	$254K	Hold	5,728	–	–	0.08%	60
2025 Q4	$258K	Hold	5,728	–	–	0.1%	67
2025 Q3	$251K	Hold	5,728	–	–	0.09%	70
2025 Q2	$239K	Hold	5,728	–	–	0.09%	68
2025 Q1	$224K	Buy	+5,728	New	+$230K	0.1%	67

Other funds holding DDEC

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

SPI

Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

BFG

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Heritage Oak Wealth Advisors's DDEC Position: Q2 2026 in Review

Heritage Oak Wealth Advisors held its FT Vest US Equity Deep Buffer ETF December (DDEC) position steady in Q2 2026 at 5,728 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #80.

Heritage Oak Wealth Advisors first reported a position in DDEC in Q1 2025 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Heritage Oak Wealth Advisors held 5,728 shares of FT Vest US Equity Deep Buffer ETF December worth $271K as of Q2 2026.
Heritage Oak Wealth Advisors left its FT Vest US Equity Deep Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF December made up 0.08% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Heritage Oak Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2025 and has held it in 6 quarters since.
37 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.