SOA Wealth Advisors’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History

SOA Wealth Advisors’s Portfolio YDEC Stock Details YDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$250K	Sell	9,504 -2,880	-23%	-$76.8K	0.05%	171
2025 Q4	$324K	Buy	12,384 +540	+5%	+$14K	0.05%	160
2025 Q3	$304K	Hold	11,844	–	–	0.05%	161
2025 Q2	$297K	Hold	11,844	–	–	0.06%	164
2025 Q1	$281K	Buy	11,844 +1,509	+15%	+$35.4K	0.06%	159
2024 Q4	$233K	Hold	10,335	–	–	0.04%	167
2024 Q3	$256K	Hold	10,335	–	–	0.05%	160
2024 Q2	$244K	Hold	10,335	–	–	0.05%	162
2024 Q1	$243K	Buy	10,335 +1,105	+12%	+$25.3K	0.05%	165
2023 Q4	$210K	Hold	9,230	–	–	0.05%	168
2023 Q3	$194K	Hold	9,230	–	–	0.05%	165
2023 Q2	$203K	Hold	9,230	–	–	0.05%	160
2023 Q1	$197K	Hold	9,230	–	–	0.05%	156
2022 Q4	$184K	Hold	9,230	–	–	0.05%	154
2022 Q3	$157K	Hold	9,230	–	–	0.05%	162
2022 Q2	$172K	Hold	9,230	–	–	0.05%	155
2022 Q1	$188K	Hold	9,230	–	–	0.05%	167
2021 Q4	$195K	Buy	+9,230	New	+$199K	0.05%	158

Other funds holding YDEC

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

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

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

SOA Wealth Advisors reduced its FT Vest International Equity Moderate Buffer ETF December (YDEC) stake by 23% in Q1 2026, selling an estimated $76.8K and leaving 9,504 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #171.

SOA Wealth Advisors first reported a position in YDEC in Q4 2021 and has held it in 18 quarters since. The position peaked at $324K in Q4 2025. 61 funds tracked by Wall St. Rank hold YDEC as of Q1 2026.

SOA Wealth Advisors held 9,504 shares of FT Vest International Equity Moderate Buffer ETF December worth $250K as of Q1 2026.
SOA Wealth Advisors sold 2,880 FT Vest International Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $76.8K.
FT Vest International Equity Moderate Buffer ETF December made up 0.05% of SOA Wealth Advisors's portfolio in Q1 2026, its #171 holding.
SOA Wealth Advisors first reported a position in FT Vest International Equity Moderate Buffer ETF December in Q4 2021 and has held it in 18 quarters since.
SOA Wealth Advisors's FT Vest International Equity Moderate Buffer ETF December position peaked at $324K in Q4 2025.
61 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF December as of Q1 2026.

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