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Brookwood Investment Group’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Brookwood Investment Group’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
-15,918
Closed -$418K – 548
2026
Q1 		$418K Sell
15,918
-557
-3% -$14.8K 0.05% 321
2025
Q4 		$437K Hold
16,475
– – 0.05% 318
2025
Q3 		$427K Buy
16,475
+119
+0.7% +$3.03K 0.06% 296
2025
Q2 		$408K Buy
16,356
+3,116
+24% +$74.1K 0.07% 277
2025
Q1 		$311K Buy
+13,240
New +$318K 0.05% 310

Other funds holding BUFZ

RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Brookwood Investment Group's BUFZ Position: Q2 2026 in Review

Brookwood Investment Group sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026, closing a stake of 15,918 shares — an estimated $418K sold.

Brookwood Investment Group first reported a position in BUFZ in Q1 2025 and held it in 5 quarters. The position peaked at $437K in Q4 2025. 39 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

  • Brookwood Investment Group reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 15,918 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $418K.
  • Brookwood Investment Group first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2025 and held it in 5 quarters.
  • Brookwood Investment Group's FT Vest Laddered Moderate Buffer ETF position peaked at $437K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.