Steward Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Steward Partners Investment Advisory’s Portfolio XDEC Stock Details XDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$98.5K	Hold	2,300	–	–	﹤0.01%	2592
2026 Q1	$92.7K	Hold	2,300	–	–	﹤0.01%	2412
2025 Q4	$94.1K	Hold	2,300	–	–	﹤0.01%	2331
2025 Q3	$92.2K	Sell	2,300 -1,407	-38%	-$55.6K	﹤0.01%	2277
2025 Q2	$144K	Buy	3,707 +1,107	+43%	+$41.2K	﹤0.01%	1914
2025 Q1	$95.7K	Hold	2,600	–	–	﹤0.01%	2040
2024 Q4	$97K	Hold	2,600	–	–	﹤0.01%	2003
2024 Q3	$95.6K	Hold	2,600	–	–	﹤0.01%	1896
2024 Q2	$93.8K	Hold	2,600	–	–	﹤0.01%	1810
2024 Q1	$91.7K	Hold	2,600	–	–	﹤0.01%	1816
2023 Q4	$88.5K	Buy	+2,600	New	+$87.1K	﹤0.01%	1746

Other funds holding XDEC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Steward Partners Investment Advisory's XDEC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) position steady in Q2 2026 at 2,300 shares worth $98.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2592.

Steward Partners Investment Advisory first reported a position in XDEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $144K in Q2 2025. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

Steward Partners Investment Advisory held 2,300 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $98.5K as of Q2 2026.
Steward Partners Investment Advisory left its FT Vest US Equity Enhance & Moderate Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2592 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q4 2023 and has held it in 11 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $144K in Q2 2025.
84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.