HBW Advisory Services’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

HBW Advisory 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 Q2	$315K	Sell	11,282 -1,829	-14%	-$50.3K	0.03%	368
2026 Q1	$344K	Sell	13,111 -180	-1%	-$4.78K	0.04%	338
2025 Q4	$353K	Hold	13,291	–	–	0.04%	325
2025 Q3	$344K	Hold	13,291	–	–	0.04%	317
2025 Q2	$331K	Hold	13,291	–	–	0.04%	304
2025 Q1	$312K	Buy	13,291 +778	+6%	+$18.7K	0.04%	281
2024 Q4	$299K	Hold	12,513	–	–	0.03%	276
2024 Q3	$295K	Buy	12,513 +474	+4%	+$10.9K	0.04%	278
2024 Q2	$275K	Buy	+12,039	New	+$270K	0.05%	271

Other funds holding BUFZ

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

HBW Advisory Services's BUFZ Position: Q2 2026 in Review

HBW Advisory Services reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 14% in Q2 2026, selling an estimated $50.3K and leaving 11,282 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #368.

HBW Advisory Services first reported a position in BUFZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $353K in Q4 2025. 39 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

HBW Advisory Services held 11,282 shares of FT Vest Laddered Moderate Buffer ETF worth $315K as of Q2 2026.
HBW Advisory Services sold 1,829 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $50.3K.
FT Vest Laddered Moderate Buffer ETF made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #368 holding.
HBW Advisory Services first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2024 and has held it in 9 quarters since.
HBW Advisory Services's FT Vest Laddered Moderate Buffer ETF position peaked at $353K in Q4 2025.
39 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.