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Triad Wealth Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Triad Wealth Partners’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 		$660K Buy
15,266
+1,782
+13% +$75.2K 0.04% 265
2026
Q1 		$544K Sell
13,484
-36
-0.3% -$1.47K 0.04% 260
2025
Q4 		$553K Buy
13,520
+2,295
+20% +$92.9K 0.05% 246
2025
Q3 		$450K Buy
11,225
+5,895
+111% +$233K 0.06% 220
2025
Q2 		$207K Buy
+5,330
New +$198K 0.04% 280

Other funds holding XDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
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
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Triad Wealth Partners's XDEC Position: Q2 2026 in Review

Triad Wealth Partners increased its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) stake by 13% in Q2 2026, buying an estimated $75.2K and bringing the position to 15,266 shares worth $660K. The position accounts for 0.04% of the portfolio, ranked #265.

Triad Wealth Partners first reported a position in XDEC in Q2 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

  • Triad Wealth Partners held 15,266 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $660K as of Q2 2026.
  • Triad Wealth Partners bought 1,782 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2026, an estimated $75.2K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #265 holding.
  • Triad Wealth Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q2 2025 and has held it in 5 quarters since.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.