Concurrent Investment Advisors’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Concurrent Investment Advisors’s Portfolio GFEB Stock Details GFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.46M	Buy	33,266 +1,328	+4%	+$57.5K	0.01%	833
2026 Q1	$1.31M	Buy	31,938 +24,710	+342%	+$1.03M	0.01%	768
2025 Q4	$300K	Hold	7,228	–	–	﹤0.01%	1403
2025 Q3	$293K	Buy	+7,228	New	+$287K	0.01%	1168

Other funds holding GFEB

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

KAS

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

Concurrent Investment Advisors's GFEB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Vest US Equity Moderate Buffer ETF February (GFEB) stake by 4.2% in Q2 2026, buying an estimated $57.5K and bringing the position to 33,266 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #833.

Concurrent Investment Advisors first reported a position in GFEB in Q3 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold GFEB as of Q2 2026.

Concurrent Investment Advisors held 33,266 shares of FT Vest US Equity Moderate Buffer ETF February worth $1.46M as of Q2 2026.
Concurrent Investment Advisors bought 1,328 FT Vest US Equity Moderate Buffer ETF February shares in Q2 2026, an estimated $57.5K.
FT Vest US Equity Moderate Buffer ETF February made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #833 holding.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q3 2025 and has held it in 4 quarters since.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.