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

SOA Wealth Advisors’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 Q2	$494K	Sell	18,809 -662	-3%	-$16.8K	0.08%	124
2026 Q1	$462K	Sell	19,471 -21,978	-53%	-$530K	0.09%	125
2025 Q4	$974K	Sell	41,449 -678	-2%	-$15.7K	0.16%	87
2025 Q3	$961K	Buy	42,127 +152	+0.4%	+$3.36K	0.16%	89
2025 Q2	$896K	Buy	41,975 +28,891	+221%	+$591K	0.17%	84
2025 Q1	$267K	Buy	13,084 +2,278	+21%	+$48.6K	0.06%	162
2024 Q4	$232K	Hold	10,806	–	–	0.04%	168
2024 Q3	$230K	Hold	10,806	–	–	0.04%	168
2024 Q2	$217K	Buy	+10,806	New	+$216K	0.04%	174

Other funds holding SFEB

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

SOA Wealth Advisors's SFEB Position: Q2 2026 in Review

SOA Wealth Advisors reduced its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 3.4% in Q2 2026, selling an estimated $16.8K and leaving 18,809 shares worth $494K. The position accounts for 0.08% of the portfolio, ranked #124.

SOA Wealth Advisors first reported a position in SFEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $974K in Q4 2025. 12 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

SOA Wealth Advisors held 18,809 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $494K as of Q2 2026.
SOA Wealth Advisors sold 662 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2026, an estimated $16.8K.
FT Vest US Small Cap Moderate Buffer ETF February made up 0.08% of SOA Wealth Advisors's portfolio in Q2 2026, its #124 holding.
SOA Wealth Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q2 2024 and has held it in 9 quarters since.
SOA Wealth Advisors's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $974K in Q4 2025.
12 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.