DHJJ Financial Advisors’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$567K	Sell	24,226 -100	-0.4%	-$2.31K	0.16%	105
2026 Q1	$544K	Buy	24,326 +786	+3%	+$17.8K	0.18%	94
2025 Q4	$524K	Buy	23,540 +1,017	+5%	+$22.3K	0.17%	96
2025 Q3	$489K	Buy	22,523 +190	+0.9%	+$4.05K	0.17%	102
2025 Q2	$471K	Buy	22,333 +3,096	+16%	+$63K	0.17%	98
2025 Q1	$380K	Buy	19,237 +4,520	+31%	+$88.4K	0.15%	113
2024 Q4	$277K	Buy	14,717 +12,647	+611%	+$245K	0.11%	130
2024 Q3	$41.6K	Buy	+2,070	New	+$41.7K	0.02%	330

Other funds holding BUFY

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

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

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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

OFS

Opus Financial Solutions Downers Grove, Illinois $124M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

DHJJ Financial Advisors reduced its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 0.41% in Q2 2026, selling an estimated $2.31K and leaving 24,226 shares worth $567K. The position accounts for 0.16% of the portfolio, ranked #105.

DHJJ Financial Advisors first reported a position in BUFY in Q3 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold BUFY as of Q2 2026.

DHJJ Financial Advisors held 24,226 shares of FT Vest Laddered International Moderate Buffer ETF worth $567K as of Q2 2026.
DHJJ Financial Advisors sold 100 FT Vest Laddered International Moderate Buffer ETF shares in Q2 2026, an estimated $2.31K.
FT Vest Laddered International Moderate Buffer ETF made up 0.16% of DHJJ Financial Advisors's portfolio in Q2 2026, its #105 holding.
DHJJ Financial Advisors first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q3 2024 and has held it in 8 quarters since.
41 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q2 2026.

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