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

Ergawealth 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 Q1	$1.57M	Sell	59,817 -4,825	-7%	-$128K	0.69%	19
2025 Q4	$1.71M	Sell	64,642 -64,804	-50%	-$1.7M	0.79%	17
2025 Q3	$3.35M	Sell	129,446 -14,466	-10%	-$368K	1.56%	16
2025 Q2	$3.59M	Sell	143,912 -12,610	-8%	-$300K	1.61%	17
2025 Q1	$3.68M	Buy	156,522 +7,899	+5%	+$190K	1.82%	16
2024 Q4	$3.55M	Sell	148,623 -30,822	-17%	-$734K	1.75%	16
2024 Q3	$4.22M	Buy	179,445 +43,511	+32%	+$1M	2.09%	14
2024 Q2	$3.1M	Buy	135,934 +107,368	+376%	+$2.41M	1.69%	15
2024 Q1	$636K	Buy	+28,566	New	+$623K	0.35%	28

Other funds holding BUFZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Ergawealth Advisors's BUFZ Position: Q1 2026 in Review

Ergawealth Advisors reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 7.5% in Q1 2026, selling an estimated $128K and leaving 59,817 shares worth $1.57M. The position accounts for 0.69% of the portfolio, ranked #19.

Ergawealth Advisors first reported a position in BUFZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.22M in Q3 2024. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Ergawealth Advisors held 59,817 shares of FT Vest Laddered Moderate Buffer ETF worth $1.57M as of Q1 2026.
Ergawealth Advisors sold 4,825 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $128K.
FT Vest Laddered Moderate Buffer ETF made up 0.69% of Ergawealth Advisors's portfolio in Q1 2026, its #19 holding.
Ergawealth Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2024 and has held it in 9 quarters since.
Ergawealth Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $4.22M in Q3 2024.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.