Maia Wealth’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Maia Wealth’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 Q3	$2.41M	Sell	93,806 -3,963	-4%	-$104K	0.33%	86
2026 Q2	$2.57M	Sell	97,769 -4,956	-5%	-$126K	0.38%	81
2026 Q1	$2.44M	Buy	+102,725	New	+$2.48M	0.41%	71

Other funds holding SFEB

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Maia Wealth's SFEB Position: Q3 2026 in Review

Maia Wealth reduced its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 4.1% in Q3 2026, selling an estimated $104K and leaving 93,806 shares worth $2.41M. The position accounts for 0.33% of the portfolio, ranked #86.

Maia Wealth first reported a position in SFEB in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.57M in Q2 2026. 7 funds tracked by Wall St. Rank hold SFEB as of Q3 2026.

Maia Wealth held 93,806 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $2.41M as of Q3 2026.
Maia Wealth sold 3,963 FT Vest US Small Cap Moderate Buffer ETF February shares in Q3 2026, an estimated $104K.
FT Vest US Small Cap Moderate Buffer ETF February made up 0.33% of Maia Wealth's portfolio in Q3 2026, its #86 holding.
Maia Wealth first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q1 2026 and has held it in 3 quarters since.
Maia Wealth's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $2.57M in Q2 2026.
7 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.