HBK Sorce Advisory’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

HBK Sorce Advisory’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	$357K	Hold	12,603	–	–	0.01%	460
2026 Q1	$348K	Hold	12,603	–	–	0.01%	452
2025 Q4	$337K	Sell	12,603 -78	-0.6%	-$2.04K	0.01%	452
2025 Q3	$328K	Hold	12,681	–	–	0.01%	452
2025 Q2	$316K	Buy	+12,681	New	+$302K	0.01%	445

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 22.9% 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

HBK Sorce Advisory's BUFZ Position: Q2 2026 in Review

HBK Sorce Advisory held its FT Vest Laddered Moderate Buffer ETF (BUFZ) position steady in Q2 2026 at 12,603 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #460.

HBK Sorce Advisory first reported a position in BUFZ in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

HBK Sorce Advisory held 12,603 shares of FT Vest Laddered Moderate Buffer ETF worth $357K as of Q2 2026.
HBK Sorce Advisory left its FT Vest Laddered Moderate Buffer ETF share count unchanged in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #460 holding.
HBK Sorce Advisory first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2025 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.