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

Game Plan 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
2025
Q4 		– Sell
-213
Closed -$5.52K – 362
2025
Q3 		$5.52K Buy
+213
New +$5.42K ﹤0.01% 244

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Envestnet Asset Management
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CAS
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KAS
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Carson Wealth (CWM LLC)
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Cetera Investment Advisers
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JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Game Plan Financial Advisors's BUFZ Position: Q4 2025 in Review

Game Plan Financial Advisors sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q4 2025, closing a stake of 213 shares — an estimated $5.52K sold.

Game Plan Financial Advisors first reported a position in BUFZ in Q3 2025 and held it in 1 quarter. The position peaked at $5.52K in Q3 2025. 121 funds tracked by Wall St. Rank hold BUFZ as of Q4 2025.

  • Game Plan Financial Advisors reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q4 2025 after selling out during the quarter.
  • Game Plan Financial Advisors sold 213 FT Vest Laddered Moderate Buffer ETF shares in Q4 2025, an estimated $5.52K.
  • Game Plan Financial Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2025 and held it in 1 quarter.
  • Game Plan Financial Advisors's FT Vest Laddered Moderate Buffer ETF position peaked at $5.52K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q4 2025.

Based on Game Plan Financial Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.