Harvest Investment Services’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Harvest Investment Services’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	$1.3M	Buy	49,327 +2,092	+4%	+$55.6K	0.24%	105
2025 Q4	$1.25M	Buy	47,235 +5,850	+14%	+$153K	0.24%	102
2025 Q3	$1.07M	Buy	41,385 +1,517	+4%	+$38.6K	0.22%	120
2025 Q2	$994K	Buy	39,868 +248	+0.6%	+$5.9K	0.22%	113
2025 Q1	$931K	Buy	39,620 +9,773	+33%	+$235K	0.26%	92
2024 Q4	$713K	Buy	29,847 +11,937	+67%	+$284K	0.17%	141
2024 Q3	$422K	Buy	+17,910	New	+$413K	0.13%	154

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

Harvest Investment Services's BUFZ Position: Q1 2026 in Review

Harvest Investment Services increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 4.4% in Q1 2026, buying an estimated $55.6K and bringing the position to 49,327 shares worth $1.3M. The position accounts for 0.24% of the portfolio, ranked #105.

Harvest Investment Services first reported a position in BUFZ in Q3 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Harvest Investment Services held 49,327 shares of FT Vest Laddered Moderate Buffer ETF worth $1.3M as of Q1 2026.
Harvest Investment Services bought 2,092 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $55.6K.
FT Vest Laddered Moderate Buffer ETF made up 0.24% of Harvest Investment Services's portfolio in Q1 2026, its #105 holding.
Harvest Investment Services first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.