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

Schulz Wealth’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
2025
Q4 		$346K Hold
8,337
– – 0.22% 49
2025
Q3 		$338K Hold
8,337
– – 0.22% 49
2025
Q2 		$325K Hold
8,337
– – 0.24% 49
2025
Q1 		$307K Buy
+8,337
New +$313K 0.23% 48

Other funds holding GFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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

Schulz Wealth's GFEB Position: Q4 2025 in Review

Schulz Wealth held its FT Vest US Equity Moderate Buffer ETF February (GFEB) position steady in Q4 2025 at 8,337 shares worth $346K. The position accounts for 0.22% of the portfolio, ranked #49.

Schulz Wealth first reported a position in GFEB in Q1 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold GFEB as of Q4 2025.

  • Schulz Wealth held 8,337 shares of FT Vest US Equity Moderate Buffer ETF February worth $346K as of Q4 2025.
  • Schulz Wealth left its FT Vest US Equity Moderate Buffer ETF February share count unchanged in Q4 2025.
  • FT Vest US Equity Moderate Buffer ETF February made up 0.22% of Schulz Wealth's portfolio in Q4 2025, its #49 holding.
  • Schulz Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.