WIM
DECM

WealthPlan Investment Management’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

WealthPlan Investment Management’s Portfolio DECM Stock Details DECM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,186
Closed -$434K – 355
2025
Q1 		$434K Buy
+14,186
New +$437K 0.04% 184

Other funds holding DECM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $2.07M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
DFP
Defined Financial Planning San Rafael, California $121M AUM 15.73% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

WealthPlan Investment Management's DECM Position: Q2 2025 in Review

WealthPlan Investment Management sold out of FT Vest U.S. Equity Max Buffer ETF - December (DECM) in Q2 2025, closing a stake of 14,186 shares — an estimated $434K sold.

WealthPlan Investment Management first reported a position in DECM in Q1 2025 and held it in 1 quarter. The position peaked at $434K in Q1 2025. 32 funds tracked by Wall St. Rank hold DECM as of Q2 2025.

  • WealthPlan Investment Management reported no remaining FT Vest U.S. Equity Max Buffer ETF - December position as of Q2 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 14,186 FT Vest U.S. Equity Max Buffer ETF - December shares in Q2 2025, an estimated $434K.
  • WealthPlan Investment Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q1 2025 and held it in 1 quarter.
  • WealthPlan Investment Management's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $434K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q2 2025.

Based on WealthPlan Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.