Outlook Wealth Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Outlook Wealth Advisors’s Portfolio XDEC Stock Details XDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$421K	Hold	9,831	–	–	0.09%	205
2026 Q1	$396K	Hold	9,831	–	–	0.1%	205
2025 Q4	$402K	Hold	9,831	–	–	0.09%	187
2025 Q3	$394K	Hold	9,831	–	–	0.1%	187
2025 Q2	$382K	Hold	9,831	–	–	0.1%	190
2025 Q1	$362K	Hold	9,831	–	–	0.1%	195
2024 Q4	$367K	Hold	9,831	–	–	0.11%	196
2024 Q3	$362K	Hold	9,831	–	–	0.1%	189
2024 Q2	$5.31M	Hold	9,831	–	–	1.66%	11
2024 Q1	$347K	Sell	9,831 -8,257	-46%	-$286K	0.11%	186
2023 Q4	$616K	Buy	18,088 +6,643	+58%	+$223K	0.22%	101
2023 Q3	$376K	Hold	11,445	–	–	0.14%	145
2023 Q2	$373K	Hold	11,445	–	–	0.14%	145
2023 Q1	$357K	Buy	+11,445	New	+$351K	0.16%	138

Other funds holding XDEC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Outlook Wealth Advisors's XDEC Position: Q2 2026 in Review

Outlook Wealth Advisors held its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) position steady in Q2 2026 at 9,831 shares worth $421K. The position accounts for 0.09% of the portfolio, ranked #205.

Outlook Wealth Advisors first reported a position in XDEC in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.31M in Q2 2024. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

Outlook Wealth Advisors held 9,831 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $421K as of Q2 2026.
Outlook Wealth Advisors left its FT Vest US Equity Enhance & Moderate Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.09% of Outlook Wealth Advisors's portfolio in Q2 2026, its #205 holding.
Outlook Wealth Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2023 and has held it in 14 quarters since.
Outlook Wealth Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $5.31M in Q2 2024.
84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.