Robertson Stephens Wealth Management’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Robertson Stephens Wealth Management’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	$230K	Hold	5,781	–	–	0.01%	592
2026 Q1	$214K	Hold	5,781	–	–	0.01%	576
2025 Q4	$219K	Hold	5,781	–	–	0.01%	587
2025 Q3	$212K	Hold	5,781	–	–	0.01%	506
2025 Q2	$203K	Buy	+5,781	New	+$194K	0.01%	530

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

Robertson Stephens Wealth Management's GDEC Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its FT Vest US Equity Moderate Buffer ETF December (GDEC) position steady in Q2 2026 at 5,781 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #592.

Robertson Stephens Wealth Management first reported a position in GDEC in Q2 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

Robertson Stephens Wealth Management held 5,781 shares of FT Vest US Equity Moderate Buffer ETF December worth $230K as of Q2 2026.
Robertson Stephens Wealth Management 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 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #592 holding.
Robertson Stephens Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q2 2025 and has held it in 5 quarters since.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.