Precedent Wealth Partners’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Precedent Wealth Partners’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 Q2	$13.6M	Sell	403,734 -137,880	-25%	-$4.61M	2.26%	8
2026 Q1	$17.7M	Buy	541,614 +243,849	+82%	+$8.02M	3.54%	3
2025 Q4	$9.78M	Buy	297,765 +58,312	+24%	+$1.9M	2.05%	10
2025 Q3	$7.72M	Buy	239,453 +4,037	+2%	+$129K	1.7%	14
2025 Q2	$7.42M	Sell	235,416 -1,686	-0.7%	-$52.1K	1.82%	14
2025 Q1	$7.25M	Buy	+237,102	New	+$7.31M	2.01%	11

Other funds holding DECM

KAS

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

CFS

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Precedent Wealth Partners's DECM Position: Q2 2026 in Review

Precedent Wealth Partners reduced its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 25% in Q2 2026, selling an estimated $4.61M and leaving 403,734 shares worth $13.6M. The position accounts for 2.26% of the portfolio, ranked #8.

Precedent Wealth Partners first reported a position in DECM in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.7M in Q1 2026. 14 funds tracked by Wall St. Rank hold DECM as of Q2 2026.

Precedent Wealth Partners held 403,734 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $13.6M as of Q2 2026.
Precedent Wealth Partners sold 137,880 FT Vest U.S. Equity Max Buffer ETF - December shares in Q2 2026, an estimated $4.61M.
FT Vest U.S. Equity Max Buffer ETF - December made up 2.26% of Precedent Wealth Partners's portfolio in Q2 2026, its #8 holding.
Precedent Wealth Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q1 2025 and has held it in 6 quarters since.
Precedent Wealth Partners's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $17.7M in Q1 2026.
14 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.