VWA
GFEB icon

Visionary Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Visionary Wealth Advisors’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
2025
Q4 		– Sell
-7,444
Closed -$302K – 616
2025
Q3 		$302K Hold
7,444
– – 0.01% 491
2025
Q2 		$290K Hold
7,444
– – 0.01% 465
2025
Q1 		$274K Hold
7,444
– – 0.02% 464
2024
Q4 		$278K Hold
7,444
– – 0.02% 453
2024
Q3 		$272K Hold
7,444
– – 0.02% 457
2024
Q2 		$264K Hold
7,444
– – 0.02% 433
2024
Q1 		$256K Buy
+7,444
New +$250K 0.02% 425

Other funds holding GFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return