Kingswood Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Kingswood Wealth Advisors’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
2026 Q2	$361K	Hold	8,189	–	–	0.01%	712
2026 Q1	$336K	Buy	8,189 +2,700	+49%	+$113K	0.02%	677
2025 Q4	$228K	Sell	5,489 -300	-5%	-$12.3K	0.01%	772
2025 Q3	$235K	Hold	5,789	–	–	0.01%	715
2025 Q2	$226K	Sell	5,789 -28	-0.5%	-$1.04K	0.02%	663
2025 Q1	$214K	Buy	+5,817	New	+$218K	0.02%	667
2024 Q3	–	Sell	-9,550	Closed	-$338K	–	700
2024 Q2	$338K	Buy	9,550 +3,074	+47%	+$106K	0.03%	485
2024 Q1	$223K	Buy	+6,476	New	+$218K	0.03%	556

Other funds holding GFEB

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

KAS

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

Kingswood Wealth Advisors's GFEB Position: Q2 2026 in Review

Kingswood Wealth Advisors held its FT Vest US Equity Moderate Buffer ETF February (GFEB) position steady in Q2 2026 at 8,189 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #712.

Kingswood Wealth Advisors first reported a position in GFEB in Q1 2024 and has held it in 8 quarters since. 118 funds tracked by Wall St. Rank hold GFEB as of Q2 2026.

Kingswood Wealth Advisors held 8,189 shares of FT Vest US Equity Moderate Buffer ETF February worth $361K as of Q2 2026.
Kingswood Wealth Advisors left its FT Vest US Equity Moderate Buffer ETF February share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF February made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #712 holding.
Kingswood Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2024 and has held it in 8 quarters since.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.