Iams Wealth Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Iams Wealth Management’s Portfolio FDEC Stock Details FDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Buy	+3,863	New	+$206K	0.06%	182

Other funds holding FDEC

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

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

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

Schulz Wealth Mansfield, Texas $194M AUM

Iams Wealth Management's FDEC Position: Q2 2026 in Review

Iams Wealth Management opened a new position in FT Vest US Equity Buffer ETF December (FDEC) in Q2 2026: 3,863 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #182 among its holdings.

149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

Iams Wealth Management held 3,863 shares of FT Vest US Equity Buffer ETF December worth $210K as of Q2 2026.
FT Vest US Equity Buffer ETF December was a new Iams Wealth Management position in Q2 2026.
FT Vest US Equity Buffer ETF December made up 0.06% of Iams Wealth Management's portfolio in Q2 2026, its #182 holding.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.