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Cascade Investment Group’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Cascade Investment Group’s Portfolio DFEB Stock Details DFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$426K Sell
8,259
-9,076
-52% -$464K 0.24% 100
2026
Q2 		$875K Hold
17,335
– – 0.49% 54
2026
Q1 		$821K Buy
+17,335
New +$832K 0.54% 49

Other funds holding DFEB

IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Cascade Investment Group's DFEB Position: Q3 2026 in Review

Cascade Investment Group reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 52% in Q3 2026, selling an estimated $464K and leaving 8,259 shares worth $426K. The position accounts for 0.24% of the portfolio, ranked #100.

Cascade Investment Group first reported a position in DFEB in Q1 2026 and has held it in 3 quarters since. The position peaked at $875K in Q2 2026. 14 funds tracked by Wall St. Rank hold DFEB as of Q3 2026.

  • Cascade Investment Group held 8,259 shares of FT Vest US Equity Deep Buffer ETF February worth $426K as of Q3 2026.
  • Cascade Investment Group sold 9,076 FT Vest US Equity Deep Buffer ETF February shares in Q3 2026, an estimated $464K.
  • FT Vest US Equity Deep Buffer ETF February made up 0.24% of Cascade Investment Group's portfolio in Q3 2026, its #100 holding.
  • Cascade Investment Group first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2026 and has held it in 3 quarters since.
  • Cascade Investment Group's FT Vest US Equity Deep Buffer ETF February position peaked at $875K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2026.

Based on Cascade Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.