Global Retirement Partners’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Global Retirement 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	$2.76M	Buy	+98,870	New	+$2.72M	0.04%	391
2025 Q4	$1.37M	Buy	51,566 +3,022	+6%	+$79.1K	0.02%	556
2025 Q3	$1.26M	Buy	48,544 +3,698	+8%	+$94K	0.03%	481
2025 Q2	$1.12M	Buy	+44,846	New	+$1.07M	0.03%	480
2024 Q4	$386K	Buy	16,161 +9,001	+126%	+$214K	0.01%	719
2024 Q3	$169K	Buy	+7,160	New	+$165K	0.01%	986

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

Global Retirement Partners's BUFZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026: 98,870 shares worth $2.76M. The stake represents 0.04% of the portfolio and ranks #391 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BUFZ as recently as Q4 2025.

Global Retirement Partners first reported a position in BUFZ in Q3 2024 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Global Retirement Partners held 98,870 shares of FT Vest Laddered Moderate Buffer ETF worth $2.76M as of Q2 2026.
FT Vest Laddered Moderate Buffer ETF was a new Global Retirement Partners position in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #391 holding.
Global Retirement Partners first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 6 quarters since.
142 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.