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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Spire Wealth Management's SFEB Position: Q2 2026 in Review

Spire Wealth Management reduced its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 8.7% in Q2 2026, selling an estimated $16.8K and leaving 6,975 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #818.

Spire Wealth Management first reported a position in SFEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $441K in Q4 2024. 53 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

Spire Wealth Management held 6,975 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $183K as of Q2 2026.
Spire Wealth Management sold 664 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 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #818 holding.
Spire Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $441K in Q4 2024.
53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.