InterOcean Capital Group’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

InterOcean Capital Group’s Portfolio XDEC Stock Details XDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.21M	Hold	34,435	–	–	0.03%	187
2023 Q4	$1.17M	Buy	34,435 +1,562	+5%	+$52.3K	0.03%	181
2023 Q3	$1.08M	Sell	32,873 -915	-3%	-$30.1K	0.03%	179
2023 Q2	$1.1M	Sell	33,788 -920	-3%	-$29.2K	0.03%	169
2023 Q1	$1.08M	Buy	34,708 +1,898	+6%	+$58.2K	0.04%	173
2022 Q4	$976K	Buy	+32,810	New	+$955K	0.04%	183

Other funds holding XDEC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BFG

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

InterOcean Capital Group's XDEC Position: Q1 2024 in Review

InterOcean Capital Group held its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) position steady in Q1 2024 at 34,435 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #187.

InterOcean Capital Group first reported a position in XDEC in Q4 2022 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold XDEC as of Q1 2024.

InterOcean Capital Group held 34,435 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $1.21M as of Q1 2024.
InterOcean Capital Group left its FT Vest US Equity Enhance & Moderate Buffer ETF December share count unchanged in Q1 2024.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.03% of InterOcean Capital Group's portfolio in Q1 2024, its #187 holding.
InterOcean Capital Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q4 2022 and has held it in 6 quarters since.
79 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.