LPL Financial
DECM

LPL Financial’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

LPL Financial’s Portfolio DECM Stock Details DECM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$409K Hold
12,528
– – ﹤0.01% 4947
2025
Q4 		$411K Sell
12,528
-6,900
-36% -$224K ﹤0.01% 4901
2025
Q3 		$627K Buy
19,428
+8,270
+74% +$264K ﹤0.01% 4437
2025
Q2 		$352K Buy
+11,158
New +$345K ﹤0.01% 4661

Other funds holding DECM

PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

LPL Financial's DECM Position: Q1 2026 in Review

LPL Financial held its FT Vest U.S. Equity Max Buffer ETF - December (DECM) position steady in Q1 2026 at 12,528 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #4947.

LPL Financial first reported a position in DECM in Q2 2025 and has held it in 4 quarters since. The position peaked at $627K in Q3 2025. 37 funds tracked by Wall St. Rank hold DECM as of Q1 2026.

  • LPL Financial held 12,528 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $409K as of Q1 2026.
  • LPL Financial left its FT Vest U.S. Equity Max Buffer ETF - December share count unchanged in Q1 2026.
  • FT Vest U.S. Equity Max Buffer ETF - December made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4947 holding.
  • LPL Financial first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q2 2025 and has held it in 4 quarters since.
  • LPL Financial's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $627K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.