Forge Financial Services’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Forge Financial Services’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	$119M	Buy	4,256,825 +109,853	+3%	+$3.02M	10.24%	5
2026 Q1	$109M	Buy	4,146,972 +1,171,880	+39%	+$31.1M	11.03%	5
2025 Q4	$78.9M	Buy	2,975,092 +415,542	+16%	+$10.9M	33.75%	1
2025 Q3	$66.4M	Buy	2,559,550 +2,494,636	+3,843%	+$63.4M	31.1%	1
2025 Q2	$1.62M	Buy	+64,914	New	+$1.54M	1.22%	15

Other funds holding BUFZ

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

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Forge Financial Services's BUFZ Position: Q2 2026 in Review

Forge Financial Services increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 2.6% in Q2 2026, buying an estimated $3.02M and bringing the position to 4,256,825 shares worth $119M. The position accounts for 10.24% of the portfolio, ranked #5.

Forge Financial Services first reported a position in BUFZ in Q2 2025 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Forge Financial Services held 4,256,825 shares of FT Vest Laddered Moderate Buffer ETF worth $119M as of Q2 2026.
Forge Financial Services bought 109,853 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $3.02M.
FT Vest Laddered Moderate Buffer ETF made up 10.24% of Forge Financial Services's portfolio in Q2 2026, its #5 holding.
Forge Financial Services first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2025 and has held it in 5 quarters since.
141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.