BWM
BUFX

Benson Wealth Management’s FT Vest Laddered Enhance & Moderate Buffer ETF BUFX Stock Holding History

Benson Wealth Management’s Portfolio BUFX Stock Details BUFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.5K Hold
4,219
– – 0.09% 83
2026
Q1 		$89K Buy
+4,219
New +$89.8K 0.12% 74

Other funds holding BUFX

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Benson Wealth Management's BUFX Position: Q2 2026 in Review

Benson Wealth Management held its FT Vest Laddered Enhance & Moderate Buffer ETF (BUFX) position steady in Q2 2026 at 4,219 shares worth $93.5K. The position accounts for 0.09% of the portfolio, ranked #83.

Benson Wealth Management first reported a position in BUFX in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold BUFX as of Q2 2026.

  • Benson Wealth Management held 4,219 shares of FT Vest Laddered Enhance & Moderate Buffer ETF worth $93.5K as of Q2 2026.
  • Benson Wealth Management left its FT Vest Laddered Enhance & Moderate Buffer ETF share count unchanged in Q2 2026.
  • FT Vest Laddered Enhance & Moderate Buffer ETF made up 0.09% of Benson Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Benson Wealth Management first reported a position in FT Vest Laddered Enhance & Moderate Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held FT Vest Laddered Enhance & Moderate Buffer ETF as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.