CPP
BUFS

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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Capasso Planning Partners's BUFS Position: Q1 2026 in Review

Capasso Planning Partners held its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) position steady in Q1 2026 at 21,882 shares worth $505K. The position accounts for 0.27% of the portfolio, ranked #44.

Capasso Planning Partners first reported a position in BUFS in Q4 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

  • Capasso Planning Partners held 21,882 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $505K as of Q1 2026.
  • Capasso Planning Partners left its FT Vest Laddered Small Cap Moderate Buffer ETF share count unchanged in Q1 2026.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.27% of Capasso Planning Partners's portfolio in Q1 2026, its #44 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 2 quarters since.
  • 50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.