Gateway Wealth Partners’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Gateway Wealth Partners’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	$723K	Sell	25,895 -24,601	-49%	-$676K	0.04%	382
2026 Q1	$1.33M	Buy	50,496 +31,175	+161%	+$828K	0.05%	328
2025 Q4	$513K	Buy	+19,321	New	+$505K	0.06%	271

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

Gateway Wealth Partners's BUFZ Position: Q2 2026 in Review

Gateway Wealth Partners reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 49% in Q2 2026, selling an estimated $676K and leaving 25,895 shares worth $723K. The position accounts for 0.04% of the portfolio, ranked #382.

Gateway Wealth Partners first reported a position in BUFZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.33M in Q1 2026. 142 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Gateway Wealth Partners held 25,895 shares of FT Vest Laddered Moderate Buffer ETF worth $723K as of Q2 2026.
Gateway Wealth Partners sold 24,601 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $676K.
FT Vest Laddered Moderate Buffer ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #382 holding.
Gateway Wealth Partners first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2025 and has held it in 3 quarters since.
Gateway Wealth Partners's FT Vest Laddered Moderate Buffer ETF position peaked at $1.33M in Q1 2026.
142 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.