Claro Advisors’s FT Vest Laddered Max Buffer ETF BUFH Stock Holding History

Claro Advisors’s Portfolio BUFH Stock Details BUFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$934K	Buy	43,627 +11,087	+34%	+$235K	0.1%	174
2026 Q1	$678K	Buy	32,540 +6,532	+25%	+$136K	0.08%	194
2025 Q4	$542K	Buy	+26,008	New	+$538K	0.07%	210

Other funds holding BUFH

Macro Advisors York, Pennsylvania $314M AUM

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Claro Advisors's BUFH Position: Q2 2026 in Review

Claro Advisors increased its FT Vest Laddered Max Buffer ETF (BUFH) stake by 34% in Q2 2026, buying an estimated $235K and bringing the position to 43,627 shares worth $934K. The position accounts for 0.1% of the portfolio, ranked #174.

Claro Advisors first reported a position in BUFH in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold BUFH as of Q2 2026.

Claro Advisors held 43,627 shares of FT Vest Laddered Max Buffer ETF worth $934K as of Q2 2026.
Claro Advisors bought 11,087 FT Vest Laddered Max Buffer ETF shares in Q2 2026, an estimated $235K.
FT Vest Laddered Max Buffer ETF made up 0.1% of Claro Advisors's portfolio in Q2 2026, its #174 holding.
Claro Advisors first reported a position in FT Vest Laddered Max Buffer ETF in Q4 2025 and has held it in 3 quarters since.
21 funds tracked by Wall St. Rank held FT Vest Laddered Max Buffer ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.