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Pacific Excel Wealth Advisors’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Pacific Excel Wealth Advisors’s Portfolio FFEB Stock Details FFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,529
Closed -$253K – 252
2026
Q1 		$253K Buy
+4,529
New +$258K 0.27% 108

Other funds holding FFEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Pacific Excel Wealth Advisors's FFEB Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q2 2026, closing a stake of 4,529 shares — an estimated $253K sold.

Pacific Excel Wealth Advisors first reported a position in FFEB in Q1 2026 and held it in 1 quarter. The position peaked at $253K in Q1 2026. 185 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF February position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 4,529 FT Vest US Equity Buffer ETF February shares in Q2 2026, an estimated $253K.
  • Pacific Excel Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's FT Vest US Equity Buffer ETF February position peaked at $253K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.