AssetMark Inc
BUFZ icon

AssetMark Inc’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

AssetMark Inc’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 		$7.36K Hold
258
– – ﹤0.01% 2626
2026
Q2 		$7.21K Buy
+258
New +$7.09K ﹤0.01% 2573
2024
Q1 		– Sell
-667
Closed -$14.3K – 1954
2023
Q4 		$14.3K Buy
+667
New +$13.9K ﹤0.01% 1333

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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Jacobi Capital Management
Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Rise Advisors
Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

AssetMark Inc's BUFZ Position: Q3 2026 in Review

AssetMark Inc held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q3 2026 at 258 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

AssetMark Inc first reported a position in BUFZ in Q4 2023 and has held it in 3 quarters since. The position peaked at $14.3K in Q4 2023. 94 funds tracked by Wall St. Rank hold BUFZ as of Q3 2026.

  • AssetMark Inc held 258 shares of FT Vest Laddered Moderate Buffer ETF worth $7.36K as of Q3 2026.
  • AssetMark Inc left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q3 2026.
  • FT Vest Laddered Moderate Buffer ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2626 holding.
  • AssetMark Inc first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2023 and has held it in 3 quarters since.
  • AssetMark Inc's FT Vest Laddered Moderate Buffer ETF position peaked at $14.3K in Q4 2023.
  • 94 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.