CoreCap Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

CoreCap Advisors’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	$547K	Buy	19,574 +9,514	+95%	+$261K	0.02%	521
2026 Q1	$264K	Sell	10,060 -18	-0.2%	-$478	0.01%	703
2025 Q4	$267K	Buy	10,078 +11	+0.1%	+$288	0.01%	692
2025 Q3	$261K	Buy	10,067 +4,551	+83%	+$116K	0.01%	718
2025 Q2	$138K	Sell	5,516 -3,633	-40%	-$86.4K	0.01%	874
2025 Q1	$215K	Buy	9,149 +2,670	+41%	+$64.1K	0.01%	659
2024 Q4	$155K	Hold	6,479	–	–	0.01%	778
2024 Q3	$153K	Buy	6,479 +5,776	+822%	+$133K	0.01%	775
2024 Q2	$16K	Hold	703	–	–	﹤0.01%	965
2024 Q1	$15.6K	Buy	+703	New	+$15.3K	﹤0.01%	1584

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

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 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

CoreCap Advisors's BUFZ Position: Q2 2026 in Review

CoreCap Advisors increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 95% in Q2 2026, buying an estimated $261K and bringing the position to 19,574 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #521.

CoreCap Advisors first reported a position in BUFZ in Q1 2024 and has held it in 10 quarters since. 39 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

CoreCap Advisors held 19,574 shares of FT Vest Laddered Moderate Buffer ETF worth $547K as of Q2 2026.
CoreCap Advisors bought 9,514 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $261K.
FT Vest Laddered Moderate Buffer ETF made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #521 holding.
CoreCap Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2024 and has held it in 10 quarters since.
39 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.