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HBW Advisory Services’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

HBW Advisory Services’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
2024
Q4 		– Sell
-14,097
Closed -$515K – 385
2024
Q3 		$515K Sell
14,097
-12,485
-47% -$447K 0.08% 195
2024
Q2 		$942K Buy
+26,582
New +$919K 0.16% 142
2023
Q3 		– Sell
-58,692
Closed -$1.83M – 317
2023
Q2 		$1.83M Buy
58,692
+3,426
+6% +$103K 0.4% 63
2023
Q1 		$1.64M Buy
+55,266
New +$1.6M 0.41% 68

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AP
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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
Mariner
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AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return