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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

CreativeOne Wealth's BUFZ Position: Q1 2026 in Review

CreativeOne Wealth increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 24% in Q1 2026, buying an estimated $2.07M and bringing the position to 408,952 shares worth $10.7M. The position accounts for 0.25% of the portfolio, ranked #77.

CreativeOne Wealth first reported a position in BUFZ in Q1 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

  • CreativeOne Wealth held 408,952 shares of FT Vest Laddered Moderate Buffer ETF worth $10.7M as of Q1 2026.
  • CreativeOne Wealth bought 77,943 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $2.07M.
  • FT Vest Laddered Moderate Buffer ETF made up 0.25% of CreativeOne Wealth's portfolio in Q1 2026, its #77 holding.
  • CreativeOne Wealth first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2025 and has held it in 5 quarters since.
  • 123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.