Comprehensive Financial Consultants Institutional’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Comprehensive Financial Consultants Institutional’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	$2.55M	Buy	91,357 +10,663	+13%	+$293K	0.67%	59
2026 Q1	$2.12M	Buy	80,694 +10,972	+16%	+$291K	0.63%	59
2025 Q4	$1.85M	Buy	69,722 +10,225	+17%	+$267K	0.56%	66
2025 Q3	$1.54M	Buy	59,497 +11,982	+25%	+$305K	0.48%	73
2025 Q2	$1.18M	Buy	47,515 +6,945	+17%	+$165K	0.39%	84
2025 Q1	$953K	Buy	40,570 +23,542	+138%	+$565K	0.34%	94
2024 Q4	$407K	Buy	+17,028	New	+$405K	0.15%	128

Other funds holding BUFZ

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's BUFZ Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 13% in Q2 2026, buying an estimated $293K and bringing the position to 91,357 shares worth $2.55M. The position accounts for 0.67% of the portfolio, ranked #59.

Comprehensive Financial Consultants Institutional first reported a position in BUFZ in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Comprehensive Financial Consultants Institutional held 91,357 shares of FT Vest Laddered Moderate Buffer ETF worth $2.55M as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 10,663 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $293K.
FT Vest Laddered Moderate Buffer ETF made up 0.67% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #59 holding.
Comprehensive Financial Consultants Institutional first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 7 quarters since.
39 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.