AssuredPartners Investment Advisors’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

AssuredPartners Investment Advisors’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	$1.85M	Sell	73,676 -2,171	-3%	-$52.8K	0.18%	136
2026 Q1	$1.77M	Sell	75,847 -3,721	-5%	-$86.7K	0.19%	125
2025 Q4	$1.82M	Buy	79,568 +68,878	+644%	+$1.56M	0.27%	88
2025 Q3	$240K	Buy	+10,690	New	+$233K	0.05%	236

Other funds holding BUFS

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

AssuredPartners Investment Advisors's BUFS Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 2.9% in Q2 2026, selling an estimated $52.8K and leaving 73,676 shares worth $1.85M. The position accounts for 0.18% of the portfolio, ranked #136.

AssuredPartners Investment Advisors first reported a position in BUFS in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

AssuredPartners Investment Advisors held 73,676 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $1.85M as of Q2 2026.
AssuredPartners Investment Advisors sold 2,171 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q2 2026, an estimated $52.8K.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.18% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #136 holding.
AssuredPartners Investment Advisors first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q3 2025 and has held it in 4 quarters since.
48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.