Harbour Investments’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Harbour Investments’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	$5.94M	Buy	212,660 +11,215	+6%	+$308K	0.08%	233
2026 Q1	$5.29M	Buy	201,445 +73,199	+57%	+$1.94M	0.08%	230
2025 Q4	$3.4M	Sell	128,246 -1,376	-1%	-$36K	0.07%	259
2025 Q3	$3.36M	Buy	129,622 +13,041	+11%	+$332K	0.08%	238
2025 Q2	$2.91M	Buy	116,581 +45,525	+64%	+$1.08M	0.07%	241
2025 Q1	$1.67M	Sell	71,056 -11,830	-14%	-$284K	0.05%	343
2024 Q4	$1.98M	Sell	82,886 -15,415	-16%	-$367K	0.06%	289
2024 Q3	$2.31M	Sell	98,301 -128,095	-57%	-$2.96M	0.07%	242
2024 Q2	$5.16M	Sell	226,396 -79,556	-26%	-$1.78M	0.17%	104
2024 Q1	$6.81M	Buy	+305,952	New	+$6.68M	0.24%	74

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

Harbour Investments's BUFZ Position: Q2 2026 in Review

Harbour Investments increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 5.6% in Q2 2026, buying an estimated $308K and bringing the position to 212,660 shares worth $5.94M. The position accounts for 0.08% of the portfolio, ranked #233.

Harbour Investments first reported a position in BUFZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.81M in Q1 2024. 142 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Harbour Investments held 212,660 shares of FT Vest Laddered Moderate Buffer ETF worth $5.94M as of Q2 2026.
Harbour Investments bought 11,215 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $308K.
FT Vest Laddered Moderate Buffer ETF made up 0.08% of Harbour Investments's portfolio in Q2 2026, its #233 holding.
Harbour Investments first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2024 and has held it in 10 quarters since.
Harbour Investments's FT Vest Laddered Moderate Buffer ETF position peaked at $6.81M in Q1 2024.
142 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.