LifeWealth Investments’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

LifeWealth Investments’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
2026 Q2	–	Sell	-6,056	Closed	-$244K	–	155
2026 Q1	$244K	Sell	6,056 -295	-5%	-$12.1K	0.07%	127
2025 Q4	$260K	Sell	6,351 -148	-2%	-$5.99K	0.08%	130
2025 Q3	$261K	Sell	6,499 -267	-4%	-$10.5K	0.09%	119
2025 Q2	$263K	Sell	6,766 -6,024	-47%	-$224K	0.1%	126
2025 Q1	$471K	Buy	+12,790	New	+$479K	0.23%	84

Other funds holding XDEC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

BFG

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

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

KAS

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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

LifeWealth Investments's XDEC Position: Q2 2026 in Review

LifeWealth Investments sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q2 2026, closing a stake of 6,056 shares — an estimated $244K sold.

LifeWealth Investments first reported a position in XDEC in Q1 2025 and held it in 5 quarters. The position peaked at $471K in Q1 2025. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

LifeWealth Investments reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q2 2026 after selling out during the quarter.
LifeWealth Investments sold 6,056 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2026, an estimated $244K.
LifeWealth Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2025 and held it in 5 quarters.
LifeWealth Investments's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $471K in Q1 2025.
84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

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