Legacy Capital Wealth Partners’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Legacy Capital Wealth Partners’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 Q1	$432K	Hold	13,210	–	–	0.09%	228
2025 Q4	$434K	Hold	13,210	–	–	0.09%	227
2025 Q3	$426K	Hold	13,210	–	–	0.09%	237
2025 Q2	$417K	Hold	13,210	–	–	0.09%	236
2025 Q1	$404K	Buy	+13,210	New	+$407K	0.1%	229

Other funds holding DECM

PWP

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

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

KAS

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 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

Legacy Capital Wealth Partners's DECM Position: Q1 2026 in Review

Legacy Capital Wealth Partners held its FT Vest U.S. Equity Max Buffer ETF - December (DECM) position steady in Q1 2026 at 13,210 shares worth $432K. The position accounts for 0.09% of the portfolio, ranked #228.

Legacy Capital Wealth Partners first reported a position in DECM in Q1 2025 and has held it in 5 quarters since. The position peaked at $434K in Q4 2025. 37 funds tracked by Wall St. Rank hold DECM as of Q1 2026.

Legacy Capital Wealth Partners held 13,210 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $432K as of Q1 2026.
Legacy Capital Wealth Partners left its FT Vest U.S. Equity Max Buffer ETF - December share count unchanged in Q1 2026.
FT Vest U.S. Equity Max Buffer ETF - December made up 0.09% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #228 holding.
Legacy Capital Wealth Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q1 2025 and has held it in 5 quarters since.
Legacy Capital Wealth Partners's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $434K in Q4 2025.
37 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.