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

Osaic Holdings’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	$51.7K	Sell	1,583 -8,090	-84%	-$266K	﹤0.01%	5189
2025 Q4	$318K	Hold	9,673	–	–	﹤0.01%	3759
2025 Q3	$312K	Hold	9,673	–	–	﹤0.01%	3833
2025 Q2	$305K	Buy	9,673 +9,093	+1,568%	+$281K	﹤0.01%	3585
2025 Q1	$17.7K	Sell	580 -7,445	-93%	-$230K	﹤0.01%	5442
2024 Q4	$247K	Buy	+8,025	New	+$247K	﹤0.01%	3418

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Osaic Holdings's DECM Position: Q1 2026 in Review

Osaic Holdings reduced its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 84% in Q1 2026, selling an estimated $266K and leaving 1,583 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5189.

Osaic Holdings first reported a position in DECM in Q4 2024 and has held it in 6 quarters since. The position peaked at $318K in Q4 2025. 37 funds tracked by Wall St. Rank hold DECM as of Q1 2026.

Osaic Holdings held 1,583 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $51.7K as of Q1 2026.
Osaic Holdings sold 8,090 FT Vest U.S. Equity Max Buffer ETF - December shares in Q1 2026, an estimated $266K.
FT Vest U.S. Equity Max Buffer ETF - December made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5189 holding.
Osaic Holdings first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q4 2024 and has held it in 6 quarters since.
Osaic Holdings's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $318K in Q4 2025.
37 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.