Kestra Advisory Services’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Kestra Advisory Services’s Portfolio DECM Stock Details DECM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.97M	Sell	58,454 -1,845	-3%	-$61.7K	0.01%	1365
2026 Q1	$1.97M	Sell	60,299 -14,762	-20%	-$485K	0.01%	1313
2025 Q4	$2.47M	Buy	75,061 +9,374	+14%	+$305K	0.01%	1100
2025 Q3	$2.12M	Sell	65,687 -7,520	-10%	-$240K	0.01%	1119
2025 Q2	$2.31M	Buy	73,207 +1,932	+3%	+$59.7K	0.01%	1007
2025 Q1	$2.18M	Buy	+71,275	New	+$2.2M	0.01%	945

Other funds holding DECM

PWP

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Kestra Advisory Services's DECM Position: Q2 2026 in Review

Kestra Advisory Services reduced its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 3.1% in Q2 2026, selling an estimated $61.7K and leaving 58,454 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #1365.

Kestra Advisory Services first reported a position in DECM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.47M in Q4 2025. 24 funds tracked by Wall St. Rank hold DECM as of Q2 2026.

Kestra Advisory Services held 58,454 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $1.97M as of Q2 2026.
Kestra Advisory Services sold 1,845 FT Vest U.S. Equity Max Buffer ETF - December shares in Q2 2026, an estimated $61.7K.
FT Vest U.S. Equity Max Buffer ETF - December made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1365 holding.
Kestra Advisory Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q1 2025 and has held it in 6 quarters since.
Kestra Advisory Services's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $2.47M in Q4 2025.
24 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.