Optivise Advisory Services’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Optivise Advisory Services’s Portfolio DDEC Stock Details DDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$808K	Hold	17,061	–	–	0.41%	67
2026 Q1	$755K	Buy	17,061 +1,148	+7%	+$51.7K	0.46%	62
2025 Q4	$718K	Hold	15,913	–	–	0.41%	69
2025 Q3	$697K	Sell	15,913 -36	-0.2%	-$1.54K	0.41%	62
2025 Q2	$666K	Hold	15,949	–	–	0.34%	74
2025 Q1	$624K	Buy	15,949 +8,866	+125%	+$357K	0.35%	70
2024 Q4	$284K	Buy	+7,083	New	+$283K	0.15%	135

Other funds holding DDEC

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

SPI

Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Optivise Advisory Services's DDEC Position: Q2 2026 in Review

Optivise Advisory Services held its FT Vest US Equity Deep Buffer ETF December (DDEC) position steady in Q2 2026 at 17,061 shares worth $808K. The position accounts for 0.41% of the portfolio, ranked #67.

Optivise Advisory Services first reported a position in DDEC in Q4 2024 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Optivise Advisory Services held 17,061 shares of FT Vest US Equity Deep Buffer ETF December worth $808K as of Q2 2026.
Optivise Advisory Services left its FT Vest US Equity Deep Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF December made up 0.41% of Optivise Advisory Services's portfolio in Q2 2026, its #67 holding.
Optivise Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
37 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.