Capital Investment Advisory Services’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Capital Investment Advisory Services’s Portfolio BUFZ Stock Details BUFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-178	Closed	-$4.18K	–	1059
2025 Q1	$4.18K	Sell	178 -375	-68%	-$9K	﹤0.01%	928
2024 Q4	$13.2K	Sell	553 -6,999	-93%	-$167K	﹤0.01%	791
2024 Q3	$178K	Hold	7,552	–	–	0.02%	521
2024 Q2	$172K	Hold	7,552	–	–	0.02%	512
2024 Q1	$168K	Buy	+7,552	New	+$165K	0.02%	509

Other funds holding BUFZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Capital Investment Advisory Services's BUFZ Position: Q2 2025 in Review

Capital Investment Advisory Services sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2025, closing a stake of 178 shares — an estimated $4.18K sold.

Capital Investment Advisory Services first reported a position in BUFZ in Q1 2024 and held it in 5 quarters. The position peaked at $178K in Q3 2024. 100 funds tracked by Wall St. Rank hold BUFZ as of Q2 2025.

Capital Investment Advisory Services reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q2 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 178 FT Vest Laddered Moderate Buffer ETF shares in Q2 2025, an estimated $4.18K.
Capital Investment Advisory Services first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2024 and held it in 5 quarters.
Capital Investment Advisory Services's FT Vest Laddered Moderate Buffer ETF position peaked at $178K in Q3 2024.
100 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2025.

Based on Capital Investment Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.