Gladstone Institutional Advisory’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Gladstone Institutional Advisory’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 Q1	–	Sell	-10,000	Closed	-$239K	–	722
2024 Q4	$239K	Buy	+10,000	New	+$238K	0.01%	636

Other funds holding BUFZ

LPL Financial San Diego, California $377B AUM 19.32% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Gladstone Institutional Advisory's BUFZ Position: Q1 2025 in Review

Gladstone Institutional Advisory sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q1 2025, closing a stake of 10,000 shares — an estimated $239K sold.

Gladstone Institutional Advisory first reported a position in BUFZ in Q4 2024 and held it in 1 quarter. The position peaked at $239K in Q4 2024. 88 funds tracked by Wall St. Rank hold BUFZ as of Q1 2025.

Gladstone Institutional Advisory reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q1 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 10,000 FT Vest Laddered Moderate Buffer ETF shares in Q1 2025, an estimated $239K.
Gladstone Institutional Advisory first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and held it in 1 quarter.
Gladstone Institutional Advisory's FT Vest Laddered Moderate Buffer ETF position peaked at $239K in Q4 2024.
88 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2025, filed 15 May 2025.