Lloyd Advisory Services’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Lloyd Advisory Services’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 Q1	–	Sell	-312	Closed	-$11.8K	–	926
2025 Q4	$11.8K	Buy	+312	New	+$11.6K	﹤0.01%	381
2025 Q3	–	Sell	-164,519	Closed	-$5.78M	–	102
2025 Q2	$5.78M	Sell	164,519 -26,931	-14%	-$903K	2.79%	11
2025 Q1	$6.34M	Sell	191,450 -5,803	-3%	-$197K	3.18%	9
2024 Q4	$6.65M	Buy	+197,253	New	+$6.62M	3.15%	8

Other funds holding GDEC

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lloyd Advisory Services's GDEC Position: Q1 2026 in Review

Lloyd Advisory Services sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q1 2026, closing a stake of 312 shares — an estimated $11.8K sold.

Lloyd Advisory Services first reported a position in GDEC in Q4 2024 and held it in 4 quarters. The position peaked at $6.65M in Q4 2024. 107 funds tracked by Wall St. Rank hold GDEC as of Q1 2026.

Lloyd Advisory Services reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 312 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $11.8K.
Lloyd Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and held it in 4 quarters.
Lloyd Advisory Services's FT Vest US Equity Moderate Buffer ETF December position peaked at $6.65M in Q4 2024.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.