WealthPlan Investment Management’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

WealthPlan Investment Management’s Portfolio DDEC Stock Details DDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$224K	Sell	5,068 -286	-5%	-$12.9K	0.01%	431
2025 Q4	$241K	Sell	5,354 -72	-1%	-$3.19K	0.02%	342
2025 Q3	$237K	Sell	5,426 -298	-5%	-$12.7K	0.02%	300
2025 Q2	$239K	Sell	5,724 -36	-0.6%	-$1.43K	0.02%	314
2025 Q1	$225K	Sell	5,760 -37	-0.6%	-$1.49K	0.02%	248
2024 Q4	$233K	Hold	5,797	–	–	0.02%	243
2024 Q3	$229K	Sell	5,797 -1,169	-17%	-$45.4K	0.02%	232
2024 Q2	$268K	Sell	6,966 -287	-4%	-$10.8K	0.04%	161
2024 Q1	$272K	Sell	7,253 -111	-2%	-$4.06K	0.04%	162
2023 Q4	$263K	Sell	7,364 -34	-0.5%	-$1.17K	0.04%	161
2023 Q3	$248K	Buy	7,398 +5,376	+266%	+$182K	0.04%	156
2023 Q2	$68.2K	Sell	2,022 -6,598	-77%	-$215K	0.02%	179
2023 Q1	$276K	Sell	8,620 -311	-3%	-$9.77K	0.05%	144
2022 Q4	$285K	Sell	8,931 -31,470	-78%	-$957K	0.02%	324
2022 Q3	$1.23M	Buy	+40,401	New	+$1.23M	0.09%	152
2022 Q1	$692K	Buy	+22,439	New	+$719K	0.05%	210

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthPlan Investment Management's DDEC Position: Q1 2026 in Review

WealthPlan Investment Management reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 5.3% in Q1 2026, selling an estimated $12.9K and leaving 5,068 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #431.

WealthPlan Investment Management first reported a position in DDEC in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.23M in Q3 2022. 127 funds tracked by Wall St. Rank hold DDEC as of Q1 2026.

WealthPlan Investment Management held 5,068 shares of FT Vest US Equity Deep Buffer ETF December worth $224K as of Q1 2026.
WealthPlan Investment Management sold 286 FT Vest US Equity Deep Buffer ETF December shares in Q1 2026, an estimated $12.9K.
FT Vest US Equity Deep Buffer ETF December made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2026, its #431 holding.
WealthPlan Investment Management first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2022 and has held it in 16 quarters since.
WealthPlan Investment Management's FT Vest US Equity Deep Buffer ETF December position peaked at $1.23M in Q3 2022.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.