LifeWealth Investments’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

LifeWealth Investments’s Portfolio DDEC Stock Details DDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$996K	Sell	21,033 -14	-0.1%	-$652	0.27%	58
2026 Q1	$932K	Sell	21,047 -37	-0.2%	-$1.67K	0.28%	57
2025 Q4	$951K	Sell	21,084 -21,770	-51%	-$964K	0.3%	58
2025 Q3	$1.88M	Sell	42,854 -2,836	-6%	-$121K	0.29%	62
2025 Q2	$1.91M	Sell	45,690 -8,582	-16%	-$342K	0.33%	59
2025 Q1	$2.12M	Buy	54,272 +35,109	+183%	+$1.41M	0.47%	50
2024 Q4	$769K	Buy	+19,163	New	+$765K	0.51%	54

Other funds holding DDEC

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

BFG

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

PWP

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

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LifeWealth Investments's DDEC Position: Q2 2026 in Review

LifeWealth Investments reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 0.07% in Q2 2026, selling an estimated $652 and leaving 21,033 shares worth $996K. The position accounts for 0.27% of the portfolio, ranked #58.

LifeWealth Investments first reported a position in DDEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.12M in Q1 2025. 30 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

LifeWealth Investments held 21,033 shares of FT Vest US Equity Deep Buffer ETF December worth $996K as of Q2 2026.
LifeWealth Investments sold 14 FT Vest US Equity Deep Buffer ETF December shares in Q2 2026, an estimated $652.
FT Vest US Equity Deep Buffer ETF December made up 0.27% of LifeWealth Investments's portfolio in Q2 2026, its #58 holding.
LifeWealth Investments first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's FT Vest US Equity Deep Buffer ETF December position peaked at $2.12M in Q1 2025.
30 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.