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 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 $441M AUM

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SOA Wealth Advisors's DDEC Position: Q1 2026 in Review

SOA Wealth Advisors reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 59% in Q1 2026, selling an estimated $488K and leaving 7,597 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #150.

SOA Wealth Advisors first reported a position in DDEC in Q4 2021 and has held it in 18 quarters since. The position peaked at $831K in Q4 2025. 127 funds tracked by Wall St. Rank hold DDEC as of Q1 2026.

SOA Wealth Advisors held 7,597 shares of FT Vest US Equity Deep Buffer ETF December worth $336K as of Q1 2026.
SOA Wealth Advisors sold 10,838 FT Vest US Equity Deep Buffer ETF December shares in Q1 2026, an estimated $488K.
FT Vest US Equity Deep Buffer ETF December made up 0.06% of SOA Wealth Advisors's portfolio in Q1 2026, its #150 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 18 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 Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.