CWA
SFEB

Crusonia Wealth Advisors’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Crusonia Wealth Advisors’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 		$224K Hold
8,550
– – 0.04% 223
2026
Q1 		$203K Buy
+8,550
New +$206K 0.04% 192

Other funds holding SFEB

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MW
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

Crusonia Wealth Advisors's SFEB Position: Q2 2026 in Review

Crusonia Wealth Advisors held its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) position steady in Q2 2026 at 8,550 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #223.

Crusonia Wealth Advisors first reported a position in SFEB in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

  • Crusonia Wealth Advisors held 8,550 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $224K as of Q2 2026.
  • Crusonia Wealth Advisors left its FT Vest US Small Cap Moderate Buffer ETF February share count unchanged in Q2 2026.
  • FT Vest US Small Cap Moderate Buffer ETF February made up 0.04% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #223 holding.
  • Crusonia Wealth Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.