BRWA
BUFY

B. Riley Wealth Advisors’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

B. Riley Wealth Advisors’s Portfolio BUFY Stock Details BUFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-22,765
Closed -$480K – 1195
2025
Q2 		$480K Buy
+22,765
New +$463K 0.02% 537
2024
Q4 		$318K Buy
+16,925
New +$327K 0.01% 851

Other funds holding BUFY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

B. Riley Wealth Advisors's BUFY Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest Laddered International Moderate Buffer ETF (BUFY) in Q3 2025, closing a stake of 22,765 shares — an estimated $480K sold.

B. Riley Wealth Advisors first reported a position in BUFY in Q4 2024 and held it in 2 quarters. The position peaked at $480K in Q2 2025. 27 funds tracked by Wall St. Rank hold BUFY as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining FT Vest Laddered International Moderate Buffer ETF position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 22,765 FT Vest Laddered International Moderate Buffer ETF shares in Q3 2025, an estimated $480K.
  • B. Riley Wealth Advisors first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q4 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's FT Vest Laddered International Moderate Buffer ETF position peaked at $480K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.