Brinker Capital Investments’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Brinker Capital Investments’s Portfolio SFEB Stock Details SFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16,035	Closed	-$381K	–	2152
2026 Q1	$381K	Sell	16,035 -14,648	-48%	-$353K	﹤0.01%	1563
2025 Q4	$721K	Buy	30,683 +825	+3%	+$19.1K	0.01%	1417
2025 Q3	$681K	Buy	29,858 +1,376	+5%	+$30.4K	0.01%	1410
2025 Q2	$608K	Buy	28,482 +4,445	+18%	+$91K	0.01%	1428
2025 Q1	$490K	Buy	24,037 +11,897	+98%	+$254K	﹤0.01%	1433
2024 Q4	$261K	Buy	12,140 +2,652	+28%	+$57.7K	﹤0.01%	1620
2024 Q3	$202K	Buy	+9,488	New	+$197K	﹤0.01%	1711

Other funds holding SFEB

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Brinker Capital Investments's SFEB Position: Q2 2026 in Review

Brinker Capital Investments sold out of FT Vest US Small Cap Moderate Buffer ETF February (SFEB) in Q2 2026, closing a stake of 16,035 shares — an estimated $381K sold.

Brinker Capital Investments first reported a position in SFEB in Q3 2024 and held it in 7 quarters. The position peaked at $721K in Q4 2025. 53 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

Brinker Capital Investments reported no remaining FT Vest US Small Cap Moderate Buffer ETF February position as of Q2 2026 after selling out during the quarter.
Brinker Capital Investments sold 16,035 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2026, an estimated $381K.
Brinker Capital Investments first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q3 2024 and held it in 7 quarters.
Brinker Capital Investments's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $721K in Q4 2025.
53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.