Holistic Planning’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Holistic Planning’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	$224K	Buy	+4,730	New	+$220K	0.03%	312

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

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

HFM

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

Holistic Planning's DDEC Position: Q2 2026 in Review

Holistic Planning opened a new position in FT Vest US Equity Deep Buffer ETF December (DDEC) in Q2 2026: 4,730 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #312 among its holdings.

127 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Holistic Planning held 4,730 shares of FT Vest US Equity Deep Buffer ETF December worth $224K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF December was a new Holistic Planning position in Q2 2026.
FT Vest US Equity Deep Buffer ETF December made up 0.03% of Holistic Planning's portfolio in Q2 2026, its #312 holding.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.