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 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 $2.7B AUM 23.62% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Wealth Planning Services's GDEC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 100% in Q1 2026, buying an estimated $298K and bringing the position to 15,830 shares worth $586K. The position accounts for 0.06% of the portfolio, ranked #190.

Pinnacle Wealth Planning Services first reported a position in GDEC in Q1 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold GDEC as of Q1 2026.

Pinnacle Wealth Planning Services held 15,830 shares of FT Vest US Equity Moderate Buffer ETF December worth $586K as of Q1 2026.
Pinnacle Wealth Planning Services bought 7,898 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $298K.
FT Vest US Equity Moderate Buffer ETF December made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #190 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 5 quarters since.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.