New Wave Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

New Wave Wealth 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	$8.83M	Buy	221,872 +5,350	+2%	+$209K	2.4%	10
2026 Q1	$8.02M	Buy	+216,522	New	+$8.18M	2.78%	9
2025 Q2	–	Sell	-10,000	Closed	-$331K	–	152
2025 Q1	$331K	Buy	+10,000	New	+$339K	0.15%	91

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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

New Wave Wealth Advisors's GDEC Position: Q2 2026 in Review

New Wave Wealth Advisors increased its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 2.5% in Q2 2026, buying an estimated $209K and bringing the position to 221,872 shares worth $8.83M. The position accounts for 2.4% of the portfolio, ranked #10.

New Wave Wealth Advisors first reported a position in GDEC in Q1 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

New Wave Wealth Advisors held 221,872 shares of FT Vest US Equity Moderate Buffer ETF December worth $8.83M as of Q2 2026.
New Wave Wealth Advisors bought 5,350 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2026, an estimated $209K.
FT Vest US Equity Moderate Buffer ETF December made up 2.4% of New Wave Wealth Advisors's portfolio in Q2 2026, its #10 holding.
New Wave Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2025 and has held it in 3 quarters since.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.