Goldenstone Wealth Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.24M Sell
151,750
-3,804
-2% -$105K 2.77% 12
2026
Q1
$4.09M Buy
155,554
+12,555
+9% +$333K 2.97% 8
2025
Q4
$3.79M Buy
+142,999
New +$3.74M 2.84% 8

Other funds holding BUFZ

Goldenstone Wealth Management's BUFZ Position: Q2 2026 in Review

Goldenstone Wealth Management reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 2.4% in Q2 2026, selling an estimated $105K and leaving 151,750 shares worth $4.24M. The position accounts for 2.77% of the portfolio, ranked #12.

Goldenstone Wealth Management 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.

  • Goldenstone Wealth Management held 151,750 shares of FT Vest Laddered Moderate Buffer ETF worth $4.24M as of Q2 2026.
  • Goldenstone Wealth Management sold 3,804 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $105K.
  • FT Vest Laddered Moderate Buffer ETF made up 2.77% of Goldenstone Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Goldenstone Wealth Management 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 Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.