Brinker Capital Investments’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Brinker Capital Investments’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	–	Sell	-13,485	Closed	-$354K	–	1899
2026 Q1	$354K	Sell	13,485 -10,479	-44%	-$278K	﹤0.01%	1598
2025 Q4	$636K	Buy	23,964 +758	+3%	+$19.8K	﹤0.01%	1490
2025 Q3	$601K	Buy	23,206 +13,306	+134%	+$338K	﹤0.01%	1472
2025 Q2	$247K	Hold	9,900	–	–	﹤0.01%	1793
2025 Q1	$233K	Buy	9,900 +211	+2%	+$5.07K	﹤0.01%	1743
2024 Q4	$231K	Hold	9,689	–	–	﹤0.01%	1683
2024 Q3	$228K	Buy	+9,689	New	+$224K	﹤0.01%	1654

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

Brinker Capital Investments's BUFZ Position: Q2 2026 in Review

Brinker Capital Investments sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026, closing a stake of 13,485 shares — an estimated $354K sold.

Brinker Capital Investments first reported a position in BUFZ in Q3 2024 and held it in 7 quarters. The position peaked at $636K in Q4 2025. 141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Brinker Capital Investments reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q2 2026 after selling out during the quarter.
Brinker Capital Investments sold 13,485 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $354K.
Brinker Capital Investments first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and held it in 7 quarters.
Brinker Capital Investments's FT Vest Laddered Moderate Buffer ETF position peaked at $636K in Q4 2025.
141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.