FSB Premier Wealth Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

FSB Premier Wealth Management’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	$1.29M	Buy	46,148 +11,235	+32%	+$309K	0.36%	74
2026 Q1	$917K	Buy	34,913 +150	+0.4%	+$3.98K	0.29%	89
2025 Q4	$922K	Sell	34,763 -240	-0.7%	-$6.28K	0.29%	86
2025 Q3	$907K	Buy	35,003 +250	+0.7%	+$6.36K	0.3%	88
2025 Q2	$866K	Buy	34,753 +1,329	+4%	+$31.6K	0.31%	85
2025 Q1	$785K	Buy	33,424 +4,283	+15%	+$103K	0.31%	93
2024 Q4	$696K	Buy	+29,141	New	+$694K	0.28%	91

Other funds holding BUFZ

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

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 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

FSB Premier Wealth Management's BUFZ Position: Q2 2026 in Review

FSB Premier Wealth Management increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 32% in Q2 2026, buying an estimated $309K and bringing the position to 46,148 shares worth $1.29M. The position accounts for 0.36% of the portfolio, ranked #74.

FSB Premier Wealth Management first reported a position in BUFZ in Q4 2024 and has held it in 7 quarters since. 142 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

FSB Premier Wealth Management held 46,148 shares of FT Vest Laddered Moderate Buffer ETF worth $1.29M as of Q2 2026.
FSB Premier Wealth Management bought 11,235 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $309K.
FT Vest Laddered Moderate Buffer ETF made up 0.36% of FSB Premier Wealth Management's portfolio in Q2 2026, its #74 holding.
FSB Premier Wealth Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 7 quarters since.
142 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.