Godfrey Financial Associates’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Godfrey Financial Associates’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	$242K	Buy	8,679 +1,223	+16%	+$33.6K	0.19%	68
2026 Q1	$196K	Buy	7,456 +2,364	+46%	+$62.8K	0.17%	81
2025 Q4	$135K	Buy	+5,092	New	+$133K	0.12%	105

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

Godfrey Financial Associates's BUFZ Position: Q2 2026 in Review

Godfrey Financial Associates increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 16% in Q2 2026, buying an estimated $33.6K and bringing the position to 8,679 shares worth $242K. The position accounts for 0.19% of the portfolio, ranked #68.

Godfrey Financial Associates first reported a position in BUFZ in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Godfrey Financial Associates held 8,679 shares of FT Vest Laddered Moderate Buffer ETF worth $242K as of Q2 2026.
Godfrey Financial Associates bought 1,223 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $33.6K.
FT Vest Laddered Moderate Buffer ETF made up 0.19% of Godfrey Financial Associates's portfolio in Q2 2026, its #68 holding.
Godfrey Financial Associates first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2025 and has held it in 3 quarters since.
141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.