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

GoalVest 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
2026 Q2	$727K	Buy	26,026 +3,744	+17%	+$103K	0.13%	74
2026 Q1	$585K	Hold	22,282	–	–	0.11%	99
2025 Q4	$591K	Buy	22,282 +3,746	+20%	+$98K	0.11%	96
2025 Q3	$480K	Buy	18,536 +1,746	+10%	+$44.4K	0.1%	96
2025 Q2	$419K	Hold	16,790	–	–	0.1%	90
2025 Q1	$395K	Hold	16,790	–	–	0.11%	90
2024 Q4	$401K	Buy	+16,790	New	+$400K	0.11%	93

Other funds holding BUFZ

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

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

GoalVest Advisory's BUFZ Position: Q2 2026 in Review

GoalVest Advisory increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 17% in Q2 2026, buying an estimated $103K and bringing the position to 26,026 shares worth $727K. The position accounts for 0.13% of the portfolio, ranked #74.

GoalVest Advisory first reported a position in BUFZ in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

GoalVest Advisory held 26,026 shares of FT Vest Laddered Moderate Buffer ETF worth $727K as of Q2 2026.
GoalVest Advisory bought 3,744 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $103K.
FT Vest Laddered Moderate Buffer ETF made up 0.13% of GoalVest Advisory's portfolio in Q2 2026, its #74 holding.
GoalVest Advisory first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 7 quarters since.
60 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.