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Summit Wealth Group (Colorado)’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio GDEC Stock Details GDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17M Hold
54,449
– – 0.18% 70
2026
Q1 		$2.02M Buy
+54,449
New +$2.06M 0.21% 62

Other funds holding GDEC

HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Wealth Group (Colorado)'s GDEC Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its FT Vest US Equity Moderate Buffer ETF December (GDEC) position steady in Q2 2026 at 54,449 shares worth $2.17M. The position accounts for 0.18% of the portfolio, ranked #70.

Summit Wealth Group (Colorado) first reported a position in GDEC in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

  • Summit Wealth Group (Colorado) held 54,449 shares of FT Vest US Equity Moderate Buffer ETF December worth $2.17M as of Q2 2026.
  • Summit Wealth Group (Colorado) left its FT Vest US Equity Moderate Buffer ETF December share count unchanged in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF December made up 0.18% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #70 holding.
  • Summit Wealth Group (Colorado) first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.