CreativeOne Wealth’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

CreativeOne Wealth’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	$12.1M	Buy	431,458 +22,506	+6%	+$619K	0.26%	67
2026 Q1	$10.7M	Buy	408,952 +77,943	+24%	+$2.07M	0.25%	77
2025 Q4	$8.78M	Buy	331,009 +45,676	+16%	+$1.19M	0.21%	87
2025 Q3	$7.39M	Buy	285,333 +250,676	+723%	+$6.37M	0.18%	95
2025 Q2	$864K	Sell	34,657 -693	-2%	-$16.5K	0.02%	580
2025 Q1	$831K	Buy	+35,350	New	+$849K	0.02%	540

Other funds holding BUFZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CreativeOne Wealth's BUFZ Position: Q2 2026 in Review

CreativeOne Wealth increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 5.5% in Q2 2026, buying an estimated $619K and bringing the position to 431,458 shares worth $12.1M. The position accounts for 0.26% of the portfolio, ranked #67.

CreativeOne Wealth first reported a position in BUFZ in Q1 2025 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

CreativeOne Wealth held 431,458 shares of FT Vest Laddered Moderate Buffer ETF worth $12.1M as of Q2 2026.
CreativeOne Wealth bought 22,506 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $619K.
FT Vest Laddered Moderate Buffer ETF made up 0.26% of CreativeOne Wealth's portfolio in Q2 2026, its #67 holding.
CreativeOne Wealth first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2025 and has held it in 6 quarters since.
142 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.