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 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

Other funds holding BUFZ

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AssetMark Inc's BUFZ Position: Q2 2026 in Review

AssetMark Inc opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026: 258 shares worth $7.21K. The stake represents ﹤0.01% of the portfolio and ranks #2573 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in BUFZ as recently as Q4 2023.

AssetMark Inc first reported a position in BUFZ in Q4 2023 and has held it in 2 quarters since. The position peaked at $14.3K in Q4 2023. 143 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

AssetMark Inc held 258 shares of FT Vest Laddered Moderate Buffer ETF worth $7.21K as of Q2 2026.
FT Vest Laddered Moderate Buffer ETF was a new AssetMark Inc position in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2573 holding.
AssetMark Inc first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2023 and has held it in 2 quarters since.
AssetMark Inc's FT Vest Laddered Moderate Buffer ETF position peaked at $14.3K in Q4 2023.
143 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

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