CPP
BUFY

Capasso Planning Partners’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

Capasso Planning Partners’s Portfolio BUFY Stock Details BUFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$511K Hold
22,820
– – 0.28% 43
2025
Q4 		$508K Buy
+22,820
New +$500K 0.28% 41

Other funds holding BUFY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Capasso Planning Partners held its FT Vest Laddered International Moderate Buffer ETF (BUFY) position steady in Q1 2026 at 22,820 shares worth $511K. The position accounts for 0.28% of the portfolio, ranked #43.

Capasso Planning Partners first reported a position in BUFY in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold BUFY as of Q1 2026.

  • Capasso Planning Partners held 22,820 shares of FT Vest Laddered International Moderate Buffer ETF worth $511K as of Q1 2026.
  • Capasso Planning Partners left its FT Vest Laddered International Moderate Buffer ETF share count unchanged in Q1 2026.
  • FT Vest Laddered International Moderate Buffer ETF made up 0.28% of Capasso Planning Partners's portfolio in Q1 2026, its #43 holding.
  • Capasso Planning Partners first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q1 2026.

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