BWM
BUFZ icon

Benson Wealth Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Benson Wealth Management’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
2026
Q2 		$184K Hold
6,576
– – 0.18% 56
2026
Q1 		$173K Hold
6,576
– – 0.24% 52
2025
Q4 		$174K Buy
+6,576
New +$172K 0.19% 47

Other funds holding BUFZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Benson Wealth Management held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q2 2026 at 6,576 shares worth $184K. The position accounts for 0.18% of the portfolio, ranked #56.

Benson Wealth Management first reported a position in BUFZ in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

  • Benson Wealth Management held 6,576 shares of FT Vest Laddered Moderate Buffer ETF worth $184K as of Q2 2026.
  • Benson Wealth Management left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q2 2026.
  • FT Vest Laddered Moderate Buffer ETF made up 0.18% of Benson Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Benson Wealth Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

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