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

BOS 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	$5.29M	Buy	+189,273	New	+$5.2M	1.23%	23

Other funds holding BUFZ

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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 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

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

BOS Asset Management opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026: 189,273 shares worth $5.29M. The stake represents 1.23% of the portfolio and ranks #23 among its holdings.

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

BOS Asset Management held 189,273 shares of FT Vest Laddered Moderate Buffer ETF worth $5.29M as of Q2 2026.
FT Vest Laddered Moderate Buffer ETF was a new BOS Asset Management position in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up 1.23% of BOS Asset Management's portfolio in Q2 2026, its #23 holding.
142 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.