Gerber Kawasaki Wealth & Investment Management’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Gerber Kawasaki Wealth & Investment 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 Q2	$2.03M	Hold	40,255	–	–	0.05%	123
2026 Q1	$1.91M	Buy	+40,255	New	+$1.93M	0.06%	121
2025 Q4	–	Sell	-41,005	Closed	-$1.91M	–	340
2025 Q3	$1.91M	Hold	41,005	–	–	0.07%	118
2025 Q2	$1.83M	Buy	41,005 +500	+1%	+$21.4K	0.07%	115
2025 Q1	$1.71M	Hold	40,505	–	–	0.08%	115
2024 Q4	$1.73M	Sell	40,505 -400	-1%	-$16.9K	0.08%	114
2024 Q3	$1.71M	Sell	40,905 -2,180	-5%	-$89K	0.08%	111
2024 Q2	$1.74M	Sell	43,085 -4,500	-9%	-$177K	0.09%	105
2024 Q1	$1.86M	Buy	+47,585	New	+$1.82M	0.1%	106

Other funds holding DFEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

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

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

KAS

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DFEB Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management held its FT Vest US Equity Deep Buffer ETF February (DFEB) position steady in Q2 2026 at 40,255 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #123.

Gerber Kawasaki Wealth & Investment Management first reported a position in DFEB in Q1 2024 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold DFEB as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 40,255 shares of FT Vest US Equity Deep Buffer ETF February worth $2.03M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management left its FT Vest US Equity Deep Buffer ETF February share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF February made up 0.05% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #123 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2024 and has held it in 9 quarters since.
104 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.