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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 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

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

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

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.