CAL
BUFS

Capital Analysts LLC’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Capital Analysts LLC’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 		$809K Buy
32,244
+2,572
+9% +$62.6K 0.02% 405
2026
Q1 		$684K Buy
29,672
+5,047
+20% +$118K 0.02% 397
2025
Q4 		$562K Buy
24,625
+2,678
+12% +$60.6K 0.02% 411
2025
Q3 		$493K Buy
21,947
+6,597
+43% +$144K 0.01% 423
2025
Q2 		$323K Buy
15,350
+195
+1% +$3.96K 0.01% 458
2025
Q1 		$307K Buy
15,155
+8,000
+112% +$169K 0.01% 450
2024
Q4 		$153K Buy
+7,155
New +$154K 0.01% 530

Other funds holding BUFS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
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
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

Capital Analysts LLC's BUFS Position: Q2 2026 in Review

Capital Analysts LLC increased its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 8.7% in Q2 2026, buying an estimated $62.6K and bringing the position to 32,244 shares worth $809K. The position accounts for 0.02% of the portfolio, ranked #405.

Capital Analysts LLC first reported a position in BUFS in Q4 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

  • Capital Analysts LLC held 32,244 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $809K as of Q2 2026.
  • Capital Analysts LLC bought 2,572 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q2 2026, an estimated $62.6K.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #405 holding.
  • Capital Analysts LLC first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q4 2024 and has held it in 7 quarters since.
  • 48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.