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

SOA Wealth Advisors’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	$359K	Sell	7,582 -15	-0.2%	-$698	0.06%	153
2026 Q1	$336K	Sell	7,597 -10,838	-59%	-$488K	0.06%	150
2025 Q4	$831K	Sell	18,435 -10	-0.1%	-$443	0.14%	95
2025 Q3	$807K	Sell	18,445 -10	-0.1%	-$427	0.14%	95
2025 Q2	$771K	Sell	18,455 -107	-0.6%	-$4.26K	0.14%	89
2025 Q1	$727K	Buy	18,562 +3,540	+24%	+$142K	0.15%	85
2024 Q4	$603K	Sell	15,022 -12	-0.1%	-$479	0.11%	100
2024 Q3	$594K	Sell	15,034 -15	-0.1%	-$583	0.11%	102
2024 Q2	$580K	Sell	15,049 -10	-0.1%	-$377	0.12%	99
2024 Q1	$564K	Buy	15,059 +4,291	+40%	+$157K	0.12%	95
2023 Q4	$385K	Sell	10,768 -10	-0.1%	-$345	0.09%	118
2023 Q3	$362K	Sell	10,778 -20	-0.2%	-$679	0.09%	117
2023 Q2	$365K	Sell	10,798 -20	-0.2%	-$653	0.09%	119
2023 Q1	$346K	Sell	10,818 -10	-0.1%	-$314	0.09%	116
2022 Q4	$331K	Sell	10,828 -20	-0.2%	-$608	0.09%	109
2022 Q3	$324K	Sell	10,848 -20	-0.2%	-$610	0.1%	107
2022 Q2	$325K	Sell	10,868 -10	-0.1%	-$309	0.1%	107
2022 Q1	$351K	Hold	10,878	–	–	0.09%	116
2021 Q4	$357K	Buy	+10,878	New	+$353K	0.09%	119

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

SOA Wealth Advisors's DDEC Position: Q2 2026 in Review

SOA Wealth Advisors reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 0.2% in Q2 2026, selling an estimated $698 and leaving 7,582 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #153.

SOA Wealth Advisors first reported a position in DDEC in Q4 2021 and has held it in 19 quarters since. The position peaked at $831K in Q4 2025. 127 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

SOA Wealth Advisors held 7,582 shares of FT Vest US Equity Deep Buffer ETF December worth $359K as of Q2 2026.
SOA Wealth Advisors sold 15 FT Vest US Equity Deep Buffer ETF December shares in Q2 2026, an estimated $698.
FT Vest US Equity Deep Buffer ETF December made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #153 holding.
SOA Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2021 and has held it in 19 quarters since.
SOA Wealth Advisors's FT Vest US Equity Deep Buffer ETF December position peaked at $831K in Q4 2025.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

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