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

Foundations Investment 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	–	Sell	-18,572	Closed	-$493K	–	1173
2025 Q4	$493K	Hold	18,572	–	–	0.01%	718
2025 Q3	$481K	Hold	18,572	–	–	0.01%	667
2025 Q2	$463K	Hold	18,572	–	–	0.01%	604
2025 Q1	$436K	Buy	+18,572	New	+$446K	0.01%	611

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

Foundations Investment Advisors's BUFZ Position: Q1 2026 in Review

Foundations Investment Advisors sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q1 2026, closing a stake of 18,572 shares — an estimated $493K sold.

Foundations Investment Advisors first reported a position in BUFZ in Q1 2025 and held it in 4 quarters. The position peaked at $493K in Q4 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Foundations Investment Advisors reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 18,572 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $493K.
Foundations Investment Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2025 and held it in 4 quarters.
Foundations Investment Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $493K in Q4 2025.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.