LWM
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LJI Wealth Management’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

LJI Wealth Management’s Portfolio QDEC Stock Details QDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-23,550
Closed -$488K – 187
2023
Q1 		$488K Buy
+23,550
New +$464K 0.15% 72

Other funds holding QDEC

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LJI Wealth Management's QDEC Position: Q2 2023 in Review

LJI Wealth Management sold out of FT Vest Growth-100 Buffer ETF December (QDEC) in Q2 2023, closing a stake of 23,550 shares — an estimated $488K sold.

LJI Wealth Management first reported a position in QDEC in Q1 2023 and held it in 1 quarter. The position peaked at $488K in Q1 2023. 58 funds tracked by Wall St. Rank hold QDEC as of Q2 2023.

  • LJI Wealth Management reported no remaining FT Vest Growth-100 Buffer ETF December position as of Q2 2023 after selling out during the quarter.
  • LJI Wealth Management sold 23,550 FT Vest Growth-100 Buffer ETF December shares in Q2 2023, an estimated $488K.
  • LJI Wealth Management first reported a position in FT Vest Growth-100 Buffer ETF December in Q1 2023 and held it in 1 quarter.
  • LJI Wealth Management's FT Vest Growth-100 Buffer ETF December position peaked at $488K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q2 2023.

Based on LJI Wealth Management's 13F filing for Q2 2023, filed 2 Feb 2024.