Davenport & Co’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Davenport & Co’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	$362K	Sell	12,975 -390	-3%	-$10.7K	﹤0.01%	1125
2026 Q1	$351K	Hold	13,365	–	–	﹤0.01%	1071
2025 Q4	$355K	Buy	13,365 +390	+3%	+$10.2K	﹤0.01%	1024
2025 Q3	$336K	Hold	12,975	–	–	﹤0.01%	1027
2025 Q2	$323K	Buy	+12,975	New	+$309K	﹤0.01%	1022

Other funds holding BUFZ

Rise Advisors Rochester, New York $355M AUM 20.51% 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

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

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Davenport & Co's BUFZ Position: Q2 2026 in Review

Davenport & Co reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 2.9% in Q2 2026, selling an estimated $10.7K and leaving 12,975 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Davenport & Co first reported a position in BUFZ in Q2 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Davenport & Co held 12,975 shares of FT Vest Laddered Moderate Buffer ETF worth $362K as of Q2 2026.
Davenport & Co sold 390 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $10.7K.
FT Vest Laddered Moderate Buffer ETF made up ﹤0.01% of Davenport & Co's portfolio in Q2 2026, its #1125 holding.
Davenport & Co first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2025 and has held it in 5 quarters since.
28 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.