Pinnacle Wealth Planning Services’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Pinnacle Wealth Planning Services’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	$630K	Hold	15,830	–	–	0.06%	187
2026 Q1	$586K	Buy	15,830 +7,898	+100%	+$298K	0.06%	190
2025 Q4	$300K	Hold	7,932	–	–	0.03%	324
2025 Q3	$291K	Hold	7,932	–	–	0.03%	327
2025 Q2	$279K	Hold	7,932	–	–	0.04%	323
2025 Q1	$263K	Buy	+7,932	New	+$269K	0.04%	293

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

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 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

Pinnacle Wealth Planning Services's GDEC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its FT Vest US Equity Moderate Buffer ETF December (GDEC) position steady in Q2 2026 at 15,830 shares worth $630K. The position accounts for 0.06% of the portfolio, ranked #187.

Pinnacle Wealth Planning Services first reported a position in GDEC in Q1 2025 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

Pinnacle Wealth Planning Services held 15,830 shares of FT Vest US Equity Moderate Buffer ETF December worth $630K as of Q2 2026.
Pinnacle Wealth Planning Services left its FT Vest US Equity Moderate Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF December made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #187 holding.
Pinnacle Wealth Planning Services first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2025 and has held it in 6 quarters since.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.