AssetMark Inc’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

AssetMark Inc’s Portfolio BUFS Stock Details BUFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.3K	Buy	+291	New	+$7.08K	﹤0.01%	2567

Other funds holding BUFS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

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

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

AssetMark Inc's BUFS Position: Q2 2026 in Review

AssetMark Inc opened a new position in FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) in Q2 2026: 291 shares worth $7.3K. The stake represents ﹤0.01% of the portfolio and ranks #2567 among its holdings.

22 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

AssetMark Inc held 291 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $7.3K as of Q2 2026.
FT Vest Laddered Small Cap Moderate Buffer ETF was a new AssetMark Inc position in Q2 2026.
FT Vest Laddered Small Cap Moderate Buffer ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2567 holding.
22 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.