Spire Wealth Management’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History

Spire Wealth Management’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
2023 Q3	–	Sell	-500	Closed	-$11K	–	2476
2023 Q2	$11K	Hold	500	–	–	﹤0.01%	1780
2023 Q1	$10.7K	Buy	+500	New	+$10.5K	﹤0.01%	1823

Other funds holding YDEC

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

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

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

Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return

PCG

Prosperity Consulting Group Owings Mills, Maryland $2.25B AUM 15.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

Spire Wealth Management's YDEC Position: Q3 2023 in Review

Spire Wealth Management sold out of FT Vest International Equity Moderate Buffer ETF December (YDEC) in Q3 2023, closing a stake of 500 shares — an estimated $11K sold.

Spire Wealth Management first reported a position in YDEC in Q1 2023 and held it in 2 quarters. The position peaked at $11K in Q2 2023. 26 funds tracked by Wall St. Rank hold YDEC as of Q3 2023.

Spire Wealth Management reported no remaining FT Vest International Equity Moderate Buffer ETF December position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 500 FT Vest International Equity Moderate Buffer ETF December shares in Q3 2023, an estimated $11K.
Spire Wealth Management first reported a position in FT Vest International Equity Moderate Buffer ETF December in Q1 2023 and held it in 2 quarters.
Spire Wealth Management's FT Vest International Equity Moderate Buffer ETF December position peaked at $11K in Q2 2023.
26 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF December as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.