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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
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
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

Gateway Wealth Partners's BUFZ Position: Q1 2026 in Review

Gateway Wealth Partners increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 161% in Q1 2026, buying an estimated $828K and bringing the position to 50,496 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #328.

Gateway Wealth Partners first reported a position in BUFZ in Q4 2025 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

  • Gateway Wealth Partners held 50,496 shares of FT Vest Laddered Moderate Buffer ETF worth $1.33M as of Q1 2026.
  • Gateway Wealth Partners bought 31,175 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $828K.
  • FT Vest Laddered Moderate Buffer ETF made up 0.05% of Gateway Wealth Partners's portfolio in Q1 2026, its #328 holding.
  • Gateway Wealth Partners first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.