Adamsbrown Wealth Consultants’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Adamsbrown Wealth Consultants’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	$1.13M	Buy	40,365 +9,436	+31%	+$259K	0.21%	48
2026 Q1	$813K	Buy	30,929 +5,429	+21%	+$144K	0.21%	48
2025 Q4	$677K	Buy	25,500 +7,115	+39%	+$186K	0.19%	51
2025 Q3	$476K	Buy	18,385 +8,427	+85%	+$214K	0.13%	63
2025 Q2	$248K	Buy	9,958 +503	+5%	+$12K	0.07%	93
2025 Q1	$222K	Buy	+9,455	New	+$227K	0.07%	94

Other funds holding BUFZ

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Adamsbrown Wealth Consultants's BUFZ Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 31% in Q2 2026, buying an estimated $259K and bringing the position to 40,365 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #48.

Adamsbrown Wealth Consultants first reported a position in BUFZ in Q1 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Adamsbrown Wealth Consultants held 40,365 shares of FT Vest Laddered Moderate Buffer ETF worth $1.13M as of Q2 2026.
Adamsbrown Wealth Consultants bought 9,436 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $259K.
FT Vest Laddered Moderate Buffer ETF made up 0.21% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #48 holding.
Adamsbrown Wealth Consultants first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2025 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.