Grantvest Financial Group’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Grantvest Financial Group’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	$862K	Buy	32,842 +851	+3%	+$21.6K	0.5%	45
2026 Q1	$760K	Sell	31,991 -86	-0.3%	-$2.07K	0.49%	47
2025 Q4	$754K	Sell	32,077 -4,976	-13%	-$115K	0.48%	48
2025 Q3	$845K	Sell	37,053 -930	-2%	-$20.5K	0.58%	41
2025 Q2	$811K	Buy	37,983 +9,004	+31%	+$184K	0.6%	37
2025 Q1	$591K	Buy	28,979 +3,680	+15%	+$78.6K	0.48%	48
2024 Q4	$544K	Buy	+25,299	New	+$550K	0.61%	52

Other funds holding SFEB

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

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

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

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

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

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

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

Grantvest Financial Group's SFEB Position: Q2 2026 in Review

Grantvest Financial Group increased its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 2.7% in Q2 2026, buying an estimated $21.6K and bringing the position to 32,842 shares worth $862K. The position accounts for 0.5% of the portfolio, ranked #45.

Grantvest Financial Group first reported a position in SFEB in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

Grantvest Financial Group held 32,842 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $862K as of Q2 2026.
Grantvest Financial Group bought 851 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2026, an estimated $21.6K.
FT Vest US Small Cap Moderate Buffer ETF February made up 0.5% of Grantvest Financial Group's portfolio in Q2 2026, its #45 holding.
Grantvest Financial Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q4 2024 and has held it in 7 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 Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.