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 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 $377B AUM 19.32% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Harbour Investments's BUFZ Position: Q1 2026 in Review

Harbour Investments increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 57% in Q1 2026, buying an estimated $1.94M and bringing the position to 201,445 shares worth $5.29M. The position accounts for 0.08% of the portfolio, ranked #230.

Harbour Investments first reported a position in BUFZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.81M in Q1 2024. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Harbour Investments held 201,445 shares of FT Vest Laddered Moderate Buffer ETF worth $5.29M as of Q1 2026.
Harbour Investments bought 73,199 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $1.94M.
FT Vest Laddered Moderate Buffer ETF made up 0.08% of Harbour Investments's portfolio in Q1 2026, its #230 holding.
Harbour Investments first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2024 and has held it in 9 quarters since.
Harbour Investments's FT Vest Laddered Moderate Buffer ETF position peaked at $6.81M in Q1 2024.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.