SOA Wealth Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

SOA Wealth Advisors’s Portfolio DFEB Stock Details DFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$100K	Sell	2,119 -433	-17%	-$20.8K	0.02%	271
2025 Q4	$122K	Sell	2,552 -717	-22%	-$33.7K	0.02%	262
2025 Q3	$152K	Hold	3,269	–	–	0.03%	240
2025 Q2	$146K	Hold	3,269	–	–	0.03%	236
2025 Q1	$138K	Buy	3,269 +3,043	+1,346%	+$131K	0.03%	226
2024 Q4	$9.65K	Hold	226	–	–	﹤0.01%	547
2024 Q3	$9.43K	Hold	226	–	–	﹤0.01%	544
2024 Q2	$9.12K	Hold	226	–	–	﹤0.01%	549
2024 Q1	$8.84K	Hold	226	–	–	﹤0.01%	554
2023 Q4	$8.47K	Hold	226	–	–	﹤0.01%	548
2023 Q3	$7.88K	Hold	226	–	–	﹤0.01%	558
2023 Q2	$7.99K	Hold	226	–	–	﹤0.01%	564
2023 Q1	$7.6K	Hold	226	–	–	﹤0.01%	564
2022 Q4	$7.53K	Hold	226	–	–	﹤0.01%	563
2022 Q3	$7K	Hold	226	–	–	﹤0.01%	556
2022 Q2	$7K	Hold	226	–	–	﹤0.01%	544
2022 Q1	$8K	Buy	+226	New	+$7.97K	﹤0.01%	616

Other funds holding DFEB

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

SOA Wealth Advisors's DFEB Position: Q1 2026 in Review

SOA Wealth Advisors reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 17% in Q1 2026, selling an estimated $20.8K and leaving 2,119 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #271.

SOA Wealth Advisors first reported a position in DFEB in Q1 2022 and has held it in 17 quarters since. The position peaked at $152K in Q3 2025. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

SOA Wealth Advisors held 2,119 shares of FT Vest US Equity Deep Buffer ETF February worth $100K as of Q1 2026.
SOA Wealth Advisors sold 433 FT Vest US Equity Deep Buffer ETF February shares in Q1 2026, an estimated $20.8K.
FT Vest US Equity Deep Buffer ETF February made up 0.02% of SOA Wealth Advisors's portfolio in Q1 2026, its #271 holding.
SOA Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2022 and has held it in 17 quarters since.
SOA Wealth Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $152K in Q3 2025.
144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.