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Action Point Financial Planning’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Action Point Financial Planning’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
Q2 		$2.19M Buy
+78,573
New +$2.16M 0.22% 98

Other funds holding BUFZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Action Point Financial Planning's BUFZ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026: 78,573 shares worth $2.19M. The stake represents 0.22% of the portfolio and ranks #98 among its holdings.

141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

  • Action Point Financial Planning held 78,573 shares of FT Vest Laddered Moderate Buffer ETF worth $2.19M as of Q2 2026.
  • FT Vest Laddered Moderate Buffer ETF was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest Laddered Moderate Buffer ETF made up 0.22% of Action Point Financial Planning's portfolio in Q2 2026, its #98 holding.
  • 141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.