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B.O.S.S. Retirement Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

B.O.S.S. Retirement Advisors’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
2025
Q4 		– Sell
-41,389
Closed -$1.07M – 176
2025
Q3 		$1.07M Buy
+41,389
New +$1.05M 0.26% 77

Other funds holding BUFZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

B.O.S.S. Retirement Advisors's BUFZ Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q4 2025, closing a stake of 41,389 shares — an estimated $1.07M sold.

B.O.S.S. Retirement Advisors first reported a position in BUFZ in Q3 2025 and held it in 1 quarter. The position peaked at $1.07M in Q3 2025. 121 funds tracked by Wall St. Rank hold BUFZ as of Q4 2025.

  • B.O.S.S. Retirement Advisors reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q4 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 41,389 FT Vest Laddered Moderate Buffer ETF shares in Q4 2025, an estimated $1.07M.
  • B.O.S.S. Retirement Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2025 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $1.07M in Q3 2025.
  • 121 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.