BAM Wealth Management’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

BAM Wealth Management’s Portfolio FFEB Stock Details FFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-71,163	Closed	-$4.34M	–	204
2026 Q2	$4.34M	Sell	71,163 -11,480	-14%	-$686K	2.72%	7
2026 Q1	$4.62M	Buy	+82,643	New	+$4.71M	3.45%	2
2025 Q4	–	Sell	-81,394	Closed	-$4.49M	–	164
2025 Q3	$4.49M	Buy	+81,394	New	+$4.37M	3.48%	6

Other funds holding FFEB

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 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

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

BAM Wealth Management's FFEB Position: Q3 2026 in Review

BAM Wealth Management sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q3 2026, closing a stake of 71,163 shares — an estimated $4.34M sold.

BAM Wealth Management first reported a position in FFEB in Q3 2025 and held it in 3 quarters. The position peaked at $4.62M in Q1 2026. 87 funds tracked by Wall St. Rank hold FFEB as of Q3 2026.

BAM Wealth Management reported no remaining FT Vest US Equity Buffer ETF February position as of Q3 2026 after selling out during the quarter.
BAM Wealth Management sold 71,163 FT Vest US Equity Buffer ETF February shares in Q3 2026, an estimated $4.34M.
BAM Wealth Management first reported a position in FT Vest US Equity Buffer ETF February in Q3 2025 and held it in 3 quarters.
BAM Wealth Management's FT Vest US Equity Buffer ETF February position peaked at $4.62M in Q1 2026.
87 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.