Stonebridge Financial Planning Group’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Stonebridge Financial Planning Group’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	$399K	Hold	9,311	–	–	0.13%	139
2026 Q1	$375K	Hold	9,311	–	–	0.14%	136
2025 Q4	$381K	Buy	9,311 +124	+1%	+$5.02K	0.14%	134
2025 Q3	$368K	Sell	9,187 -77	-0.8%	-$3.04K	0.14%	134
2025 Q2	$360K	Hold	9,264	–	–	0.15%	129
2025 Q1	$341K	Sell	9,264 -3,135	-25%	-$117K	0.16%	129
2024 Q4	$462K	Sell	12,399 -3,390	-21%	-$126K	0.21%	117
2024 Q3	$581K	Sell	15,789 -2,480	-14%	-$90.1K	0.28%	96
2024 Q2	$659K	Sell	18,269 -3,942	-18%	-$140K	0.33%	83
2024 Q1	$783K	Buy	22,211 +3,561	+19%	+$124K	0.41%	69
2023 Q4	$635K	Sell	18,650 -5,435	-23%	-$182K	0.37%	74
2023 Q3	$792K	Sell	24,085 -3,835	-14%	-$126K	0.51%	53
2023 Q2	$911K	Hold	27,920	–	–	0.56%	53
2023 Q1	$872K	Buy	+27,920	New	+$856K	0.56%	56

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

Stonebridge Financial Planning Group's XDEC Position: Q2 2026 in Review

Stonebridge Financial Planning Group held its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) position steady in Q2 2026 at 9,311 shares worth $399K. The position accounts for 0.13% of the portfolio, ranked #139.

Stonebridge Financial Planning Group first reported a position in XDEC in Q1 2023 and has held it in 14 quarters since. The position peaked at $911K in Q2 2023. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

Stonebridge Financial Planning Group held 9,311 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $399K as of Q2 2026.
Stonebridge Financial Planning Group 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 0.13% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #139 holding.
Stonebridge Financial Planning Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2023 and has held it in 14 quarters since.
Stonebridge Financial Planning Group's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $911K in Q2 2023.
84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.