DHJJ Financial Advisors’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

DHJJ Financial Advisors’s Portfolio BUFS Stock Details BUFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$442K	Sell	17,622 -550	-3%	-$13.4K	0.13%	124
2026 Q1	$419K	Buy	18,172 +1,280	+8%	+$29.8K	0.14%	118
2025 Q4	$386K	Buy	16,892 +1,105	+7%	+$25K	0.13%	126
2025 Q3	$355K	Sell	15,787 -10	-0.1%	-$218	0.12%	129
2025 Q2	$332K	Buy	15,797 +1,824	+13%	+$37K	0.12%	126
2025 Q1	$283K	Buy	13,973 +2,889	+26%	+$61.2K	0.11%	129
2024 Q4	$236K	Buy	11,084 +6,859	+162%	+$148K	0.09%	147
2024 Q3	$89.3K	Buy	+4,225	New	+$87.1K	0.04%	234

Other funds holding BUFS

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

DHJJ Financial Advisors's BUFS Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 3% in Q2 2026, selling an estimated $13.4K and leaving 17,622 shares worth $442K. The position accounts for 0.13% of the portfolio, ranked #124.

DHJJ Financial Advisors first reported a position in BUFS in Q3 2024 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

DHJJ Financial Advisors held 17,622 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $442K as of Q2 2026.
DHJJ Financial Advisors sold 550 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q2 2026, an estimated $13.4K.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.13% of DHJJ Financial Advisors's portfolio in Q2 2026, its #124 holding.
DHJJ Financial Advisors first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q3 2024 and has held it in 8 quarters since.
48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.