Capasso Planning Partners’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Capasso Planning Partners’s Portfolio BUFS Stock Details BUFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$549K	Hold	21,882	–	–	0.27%	45
2026 Q1	$505K	Hold	21,882	–	–	0.27%	44
2025 Q4	$500K	Buy	+21,882	New	+$495K	0.27%	44

Other funds holding BUFS

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GWM

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

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Capasso Planning Partners's BUFS Position: Q2 2026 in Review

Capasso Planning Partners held its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) position steady in Q2 2026 at 21,882 shares worth $549K. The position accounts for 0.27% of the portfolio, ranked #45.

Capasso Planning Partners first reported a position in BUFS in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

Capasso Planning Partners held 21,882 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $549K as of Q2 2026.
Capasso Planning Partners left its FT Vest Laddered Small Cap Moderate Buffer ETF share count unchanged in Q2 2026.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.27% of Capasso Planning Partners's portfolio in Q2 2026, its #45 holding.
Capasso Planning Partners first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q4 2025 and has held it in 3 quarters since.
48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.