Superior Planning, LLC’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Superior Planning, LLC’s Portfolio BUFZ Stock Details BUFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$699K	Buy	+24,486	New	+$693K	0.29%	78

Other funds holding BUFZ

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Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Superior Planning, LLC's BUFZ Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q3 2026: 24,486 shares worth $699K. The stake represents 0.29% of the portfolio and ranks #78 among its holdings.

114 funds tracked by Wall St. Rank hold BUFZ as of Q3 2026.

Superior Planning, LLC held 24,486 shares of FT Vest Laddered Moderate Buffer ETF worth $699K as of Q3 2026.
FT Vest Laddered Moderate Buffer ETF was a new Superior Planning, LLC position in Q3 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.29% of Superior Planning, LLC's portfolio in Q3 2026, its #78 holding.
114 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.