MAM
DECM

Milestone Asset Management’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Milestone Asset Management’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
Q2 		$309K Sell
9,166
-536
-6% -$17.9K 0.05% 220
2026
Q1 		$317K Hold
9,702
– – 0.06% 199
2025
Q4 		$319K Sell
9,702
-583
-6% -$19K 0.06% 180
2025
Q3 		$332K Hold
10,285
– – 0.06% 184
2025
Q2 		$324K Buy
+10,285
New +$318K 0.07% 173

Other funds holding DECM

MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Milestone Asset Management's DECM Position: Q2 2026 in Review

Milestone Asset Management reduced its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 5.5% in Q2 2026, selling an estimated $17.9K and leaving 9,166 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #220.

Milestone Asset Management first reported a position in DECM in Q2 2025 and has held it in 5 quarters since. The position peaked at $332K in Q3 2025. 7 funds tracked by Wall St. Rank hold DECM as of Q2 2026.

  • Milestone Asset Management held 9,166 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $309K as of Q2 2026.
  • Milestone Asset Management sold 536 FT Vest U.S. Equity Max Buffer ETF - December shares in Q2 2026, an estimated $17.9K.
  • FT Vest U.S. Equity Max Buffer ETF - December made up 0.05% of Milestone Asset Management's portfolio in Q2 2026, its #220 holding.
  • Milestone Asset Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q2 2025 and has held it in 5 quarters since.
  • Milestone Asset Management's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $332K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.