Valtinson Bruner Financial Planning’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Valtinson Bruner Financial Planning’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
2026 Q2	$327K	Hold	7,431	–	–	0.08%	128
2026 Q1	$305K	Buy	7,431 +2,600	+54%	+$109K	0.08%	121
2025 Q4	$201K	Buy	+4,831	New	+$198K	0.06%	162

Other funds holding GFEB

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

KAS

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

Valtinson Bruner Financial Planning's GFEB Position: Q2 2026 in Review

Valtinson Bruner Financial Planning held its FT Vest US Equity Moderate Buffer ETF February (GFEB) position steady in Q2 2026 at 7,431 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #128.

Valtinson Bruner Financial Planning first reported a position in GFEB in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold GFEB as of Q2 2026.

Valtinson Bruner Financial Planning held 7,431 shares of FT Vest US Equity Moderate Buffer ETF February worth $327K as of Q2 2026.
Valtinson Bruner Financial Planning left its FT Vest US Equity Moderate Buffer ETF February share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF February made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #128 holding.
Valtinson Bruner Financial Planning first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q4 2025 and has held it in 3 quarters since.
117 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.