Triumph Capital Management’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Triumph Capital Management’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 Q3	$1.02M	Hold	25,000	–	–	0.18%	134
2026 Q2	$995K	Hold	25,000	–	–	0.18%	124
2026 Q1	$926K	Hold	25,000	–	–	0.19%	120
2025 Q4	$946K	Buy	+25,000	New	+$929K	0.2%	104

Other funds holding GDEC

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Triumph Capital Management's GDEC Position: Q3 2026 in Review

Triumph Capital Management held its FT Vest US Equity Moderate Buffer ETF December (GDEC) position steady in Q3 2026 at 25,000 shares worth $1.02M. The position accounts for 0.18% of the portfolio, ranked #134.

Triumph Capital Management first reported a position in GDEC in Q4 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold GDEC as of Q3 2026.

Triumph Capital Management held 25,000 shares of FT Vest US Equity Moderate Buffer ETF December worth $1.02M as of Q3 2026.
Triumph Capital Management left its FT Vest US Equity Moderate Buffer ETF December share count unchanged in Q3 2026.
FT Vest US Equity Moderate Buffer ETF December made up 0.18% of Triumph Capital Management's portfolio in Q3 2026, its #134 holding.
Triumph Capital Management first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2025 and has held it in 4 quarters since.
54 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.