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Private Advisory Group’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Private Advisory Group’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 		– Sell
-9,591
Closed -$387K – 341
2026
Q1 		$387K Buy
9,591
+222
+2% +$9.09K 0.03% 224
2025
Q4 		$383K Sell
9,369
-665
-7% -$26.9K 0.03% 179
2025
Q3 		$402K Buy
10,034
+1,105
+12% +$43.6K 0.03% 167
2025
Q2 		$347K Sell
8,929
-77
-0.9% -$2.86K 0.03% 168
2025
Q1 		$331K Buy
9,006
+54
+0.6% +$2.02K 0.04% 160
2024
Q4 		$334K Buy
8,952
+666
+8% +$24.7K 0.04% 168
2024
Q3 		$305K Sell
8,286
-38
-0.5% -$1.38K 0.04% 167
2024
Q2 		$300K Sell
8,324
-1,625
-16% -$57.7K 0.04% 155
2024
Q1 		$351K Buy
9,949
+417
+4% +$14.5K 0.05% 151
2023
Q4 		$324K Sell
9,532
-2,223
-19% -$74.5K 0.06% 162
2023
Q3 		$387K Sell
11,755
-173
-1% -$5.69K 0.08% 159
2023
Q2 		$389K Buy
11,928
+71
+0.6% +$2.26K 0.08% 166
2023
Q1 		$370K Sell
11,857
-157
-1% -$4.81K 0.08% 158
2022
Q4 		$357K Sell
12,014
-370
-3% -$10.8K 0.08% 152
2022
Q3 		$341K Buy
12,384
+2,150
+21% +$62K 0.08% 141
2022
Q2 		$286K Buy
+10,234
New +$296K 0.06% 129

Other funds holding XDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
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
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Private Advisory Group's XDEC Position: Q2 2026 in Review

Private Advisory Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q2 2026, closing a stake of 9,591 shares — an estimated $387K sold.

Private Advisory Group first reported a position in XDEC in Q2 2022 and held it in 16 quarters. The position peaked at $402K in Q3 2025. 85 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

  • Private Advisory Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q2 2026 after selling out during the quarter.
  • Private Advisory Group sold 9,591 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2026, an estimated $387K.
  • Private Advisory Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q2 2022 and held it in 16 quarters.
  • Private Advisory Group's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $402K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.