Sequent Planning’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Sequent Planning’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	$673K	Hold	16,920	–	–	0.14%	127
2026 Q1	$626K	Buy	16,920 +1,113	+7%	+$42K	0.15%	115
2025 Q4	$598K	Sell	15,807 -746	-5%	-$27.7K	0.15%	111
2025 Q3	$607K	Sell	16,553 -131	-0.8%	-$4.71K	0.17%	105
2025 Q2	$587K	Buy	16,684 +8,017	+93%	+$269K	0.19%	83
2025 Q1	$287K	Buy	8,667 +2,474	+40%	+$83.8K	0.1%	118
2024 Q4	$209K	Sell	6,193 -324	-5%	-$10.9K	0.08%	138
2024 Q3	$216K	Buy	+6,517	New	+$213K	0.07%	138

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

Sequent Planning's GDEC Position: Q2 2026 in Review

Sequent Planning held its FT Vest US Equity Moderate Buffer ETF December (GDEC) position steady in Q2 2026 at 16,920 shares worth $673K. The position accounts for 0.14% of the portfolio, ranked #127.

Sequent Planning first reported a position in GDEC in Q3 2024 and has held it in 8 quarters since. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

Sequent Planning held 16,920 shares of FT Vest US Equity Moderate Buffer ETF December worth $673K as of Q2 2026.
Sequent Planning 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 0.14% of Sequent Planning's portfolio in Q2 2026, its #127 holding.
Sequent Planning first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q3 2024 and has held it in 8 quarters since.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.