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Evolution Wealth Management’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Evolution Wealth Management’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
Q1 		$91.6K Sell
1,933
-1,537
-44% -$73.8K 0.07% 184
2025
Q4 		$166K Sell
3,470
-3
-0.1% -$141 0.14% 116
2025
Q3 		$162K Sell
3,473
-1,464
-30% -$66.7K 0.17% 107
2025
Q2 		$220K Buy
+4,937
New +$211K 0.27% 67

Other funds holding DFEB

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Evolution Wealth Management's DFEB Position: Q1 2026 in Review

Evolution Wealth Management reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 44% in Q1 2026, selling an estimated $73.8K and leaving 1,933 shares worth $91.6K. The position accounts for 0.07% of the portfolio, ranked #184.

Evolution Wealth Management first reported a position in DFEB in Q2 2025 and has held it in 4 quarters since. The position peaked at $220K in Q2 2025. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

  • Evolution Wealth Management held 1,933 shares of FT Vest US Equity Deep Buffer ETF February worth $91.6K as of Q1 2026.
  • Evolution Wealth Management sold 1,537 FT Vest US Equity Deep Buffer ETF February shares in Q1 2026, an estimated $73.8K.
  • FT Vest US Equity Deep Buffer ETF February made up 0.07% of Evolution Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Evolution Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's FT Vest US Equity Deep Buffer ETF February position peaked at $220K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.