Lifeworks Advisors’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Lifeworks Advisors’s Portfolio GDEC Stock Details GDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$312K	Hold	7,834	–	–	0.03%	268
2026 Q1	$290K	Hold	7,834	–	–	0.04%	248
2025 Q4	$296K	Hold	7,834	–	–	0.04%	266
2025 Q3	$287K	Sell	7,834 -66	-0.8%	-$2.37K	0.04%	261
2025 Q2	$278K	Sell	7,900 -829	-9%	-$27.8K	0.04%	259
2025 Q1	$289K	Sell	8,729 -281	-3%	-$9.52K	0.05%	249
2024 Q4	$304K	Buy	9,010 +1,811	+25%	+$60.8K	0.05%	234
2024 Q3	$239K	Sell	7,199 -1,660	-19%	-$54.3K	0.05%	257
2024 Q2	$287K	Sell	8,859 -995	-10%	-$31.6K	0.08%	181
2024 Q1	$311K	Buy	9,854 +1,160	+13%	+$35.8K	0.09%	174
2023 Q4	$263K	Buy	+8,694	New	+$262K	0.09%	172

Other funds holding GDEC

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Lifeworks Advisors's GDEC Position: Q2 2026 in Review

Lifeworks Advisors held its FT Vest US Equity Moderate Buffer ETF December (GDEC) position steady in Q2 2026 at 7,834 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #268.

Lifeworks Advisors first reported a position in GDEC in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

Lifeworks Advisors held 7,834 shares of FT Vest US Equity Moderate Buffer ETF December worth $312K as of Q2 2026.
Lifeworks Advisors left its FT Vest US Equity Moderate Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF December made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #268 holding.
Lifeworks Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2023 and has held it in 11 quarters since.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.