GoalVest Advisory’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History
Bought
Maintained
Sold
Other funds holding BUFZ
FFA
WCM
CA
CA
NWMP
GoalVest Advisory's BUFZ Position: Q3 2026 in Review
GoalVest Advisory increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 22% in Q3 2026, buying an estimated $162K and bringing the position to 31,769 shares worth $907K. The position accounts for 0.16% of the portfolio, ranked #71.
GoalVest Advisory first reported a position in BUFZ in Q4 2024 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold BUFZ as of Q3 2026.
- GoalVest Advisory held 31,769 shares of FT Vest Laddered Moderate Buffer ETF worth $907K as of Q3 2026.
- GoalVest Advisory bought 5,743 FT Vest Laddered Moderate Buffer ETF shares in Q3 2026, an estimated $162K.
- FT Vest Laddered Moderate Buffer ETF made up 0.16% of GoalVest Advisory's portfolio in Q3 2026, its #71 holding.
- GoalVest Advisory first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 8 quarters since.
- 6 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q3 2026.
Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.