Berkshire Asset Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Berkshire Asset 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	$300K	Buy	+10,750	New	+$295K	0.01%	224

Other funds holding BUFZ

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FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Berkshire Asset Management's BUFZ Position: Q2 2026 in Review

Berkshire Asset Management opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026: 10,750 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings.

89 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Berkshire Asset Management held 10,750 shares of FT Vest Laddered Moderate Buffer ETF worth $300K as of Q2 2026.
FT Vest Laddered Moderate Buffer ETF was a new Berkshire Asset Management position in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.01% of Berkshire Asset Management's portfolio in Q2 2026, its #224 holding.
89 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.