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

DHJJ Financial Advisors’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	$346K	Sell	12,375 -1,080	-8%	-$29.7K	0.1%	152
2026 Q1	$353K	Sell	13,455 -1,373	-9%	-$36.5K	0.12%	140
2025 Q4	$393K	Buy	14,828 +110	+0.7%	+$2.88K	0.13%	122
2025 Q3	$381K	Sell	14,718 -160	-1%	-$4.07K	0.13%	122
2025 Q2	$371K	Sell	14,878 -360	-2%	-$8.57K	0.13%	119
2025 Q1	$358K	Buy	15,238 +5,152	+51%	+$124K	0.14%	118
2024 Q4	$241K	Buy	10,086 +8,251	+450%	+$196K	0.09%	146
2024 Q3	$43.2K	Buy	+1,835	New	+$42.3K	0.02%	326

Other funds holding BUFZ

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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

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

DHJJ Financial Advisors reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 8% in Q2 2026, selling an estimated $29.7K and leaving 12,375 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #152.

DHJJ Financial Advisors first reported a position in BUFZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $393K in Q4 2025. 39 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

DHJJ Financial Advisors held 12,375 shares of FT Vest Laddered Moderate Buffer ETF worth $346K as of Q2 2026.
DHJJ Financial Advisors sold 1,080 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $29.7K.
FT Vest Laddered Moderate Buffer ETF made up 0.1% of DHJJ Financial Advisors's portfolio in Q2 2026, its #152 holding.
DHJJ Financial Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 8 quarters since.
DHJJ Financial Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $393K in Q4 2025.
39 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

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