Holistic Planning’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Holistic Planning’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	$790K	Buy	19,841 +818	+4%	+$32K	0.12%	154
2026 Q1	$704K	Sell	19,023 -463	-2%	-$17.5K	0.14%	138
2025 Q4	$737K	Buy	19,486 +821	+4%	+$30.5K	0.16%	121
2025 Q3	$685K	Hold	18,665	–	–	0.18%	99
2025 Q2	$656K	Buy	18,665 +2,000	+12%	+$67K	0.19%	95
2025 Q1	$552K	Buy	16,665 +980	+6%	+$33.2K	0.19%	94
2024 Q4	$529K	Buy	+15,685	New	+$526K	0.19%	94
2024 Q3	–	Sell	-6,450	Closed	-$204K	–	158
2024 Q2	$204K	Hold	6,450	–	–	0.16%	113
2024 Q1	$204K	Buy	+6,450	New	+$199K	0.16%	114

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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

Holistic Planning's GDEC Position: Q2 2026 in Review

Holistic Planning increased its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 4.3% in Q2 2026, buying an estimated $32K and bringing the position to 19,841 shares worth $790K. The position accounts for 0.12% of the portfolio, ranked #154.

Holistic Planning first reported a position in GDEC in Q1 2024 and has held it in 9 quarters since. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

Holistic Planning held 19,841 shares of FT Vest US Equity Moderate Buffer ETF December worth $790K as of Q2 2026.
Holistic Planning bought 818 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2026, an estimated $32K.
FT Vest US Equity Moderate Buffer ETF December made up 0.12% of Holistic Planning's portfolio in Q2 2026, its #154 holding.
Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2024 and has held it in 9 quarters since.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

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