SWM
SFEB

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

Spire Wealth Management’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 		$183K Sell
6,975
-664
-9% -$16.8K 0.01% 818
2026
Q1 		$181K Sell
7,639
-737
-9% -$17.8K 0.01% 812
2025
Q4 		$197K Sell
8,376
-1,531
-15% -$35.4K 0.01% 799
2025
Q3 		$226K Sell
9,907
-1,150
-10% -$25.4K 0.01% 748
2025
Q2 		$236K Sell
11,057
-4,299
-28% -$88K 0.01% 719
2025
Q1 		$313K Sell
15,356
-5,145
-25% -$110K 0.01% 702
2024
Q4 		$441K Buy
+20,501
New +$446K 0.01% 583

Other funds holding SFEB

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return