Schulz Wealth’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Schulz Wealth’s Portfolio DDEC Stock Details DDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$612K	Buy	+12,927	New	+$602K	0.32%	42
2025 Q4	$583K	Sell	12,927 -773	-6%	-$34.2K	0.37%	38
2025 Q3	$600K	Hold	13,700	–	–	0.4%	35
2025 Q2	$572K	Sell	13,700 -1,857	-12%	-$74K	0.43%	35
2025 Q1	$609K	Hold	15,557	–	–	0.46%	31
2024 Q4	$624K	Sell	15,557 -1,372	-8%	-$54.8K	0.48%	28
2024 Q3	$669K	Hold	16,929	–	–	0.52%	28
2024 Q2	$652K	Hold	16,929	–	–	0.55%	26
2024 Q1	$634K	Sell	16,929 -11,364	-40%	-$416K	0.54%	25
2023 Q4	$1.01M	Buy	+28,293	New	+$977K	0.97%	19

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

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

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Schulz Wealth's DDEC Position: Q2 2026 in Review

Schulz Wealth opened a new position in FT Vest US Equity Deep Buffer ETF December (DDEC) in Q2 2026: 12,927 shares worth $612K. The stake represents 0.32% of the portfolio and ranks #42 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in DDEC as recently as Q4 2025.

Schulz Wealth first reported a position in DDEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2023. 127 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Schulz Wealth held 12,927 shares of FT Vest US Equity Deep Buffer ETF December worth $612K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF December was a new Schulz Wealth position in Q2 2026.
FT Vest US Equity Deep Buffer ETF December made up 0.32% of Schulz Wealth's portfolio in Q2 2026, its #42 holding.
Schulz Wealth first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2023 and has held it in 10 quarters since.
Schulz Wealth's FT Vest US Equity Deep Buffer ETF December position peaked at $1.01M in Q4 2023.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.