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WealthPlan Investment Management’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

WealthPlan Investment 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
2024
Q2 		– Sell
-218,581
Closed -$6.9M – 190
2024
Q1 		$6.9M Buy
+218,581
New +$6.75M 1.05% 40

Other funds holding GDEC

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

WealthPlan Investment Management's GDEC Position: Q2 2024 in Review

WealthPlan Investment Management sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q2 2024, closing a stake of 218,581 shares — an estimated $6.9M sold.

WealthPlan Investment Management first reported a position in GDEC in Q1 2024 and held it in 1 quarter. The position peaked at $6.9M in Q1 2024. 52 funds tracked by Wall St. Rank hold GDEC as of Q2 2024.

  • WealthPlan Investment Management reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q2 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 218,581 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2024, an estimated $6.9M.
  • WealthPlan Investment Management first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's FT Vest US Equity Moderate Buffer ETF December position peaked at $6.9M in Q1 2024.
  • 52 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2024.

Based on WealthPlan Investment Management's 13F filing for Q2 2024, filed 9 Aug 2024.