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Clear Creek Financial Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Clear Creek Financial Management’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
2026
Q2 		$215K Hold
7,700
– – 0.01% 598
2026
Q1 		$202K Hold
7,700
– – 0.02% 584
2025
Q4 		$204K Buy
+7,700
New +$201K 0.02% 557

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KAS
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JCM
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Commonwealth Equity Services
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
KPWS
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GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Clear Creek Financial Management's BUFZ Position: Q2 2026 in Review

Clear Creek Financial Management held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q2 2026 at 7,700 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #598.

Clear Creek Financial Management first reported a position in BUFZ in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

  • Clear Creek Financial Management held 7,700 shares of FT Vest Laddered Moderate Buffer ETF worth $215K as of Q2 2026.
  • Clear Creek Financial Management left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q2 2026.
  • FT Vest Laddered Moderate Buffer ETF made up 0.01% of Clear Creek Financial Management's portfolio in Q2 2026, its #598 holding.
  • Clear Creek Financial Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.