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 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 $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CWA

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AssuredPartners Investment Advisors's BUFS Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 4.7% in Q1 2026, selling an estimated $86.7K and leaving 75,847 shares worth $1.77M. The position accounts for 0.19% of the portfolio, ranked #125.

AssuredPartners Investment Advisors first reported a position in BUFS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.82M in Q4 2025. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

AssuredPartners Investment Advisors held 75,847 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $1.77M as of Q1 2026.
AssuredPartners Investment Advisors sold 3,721 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $86.7K.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.19% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #125 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 3 quarters since.
AssuredPartners Investment Advisors's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $1.82M in Q4 2025.
50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.