Holistic Planning’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Holistic Planning’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 Q3	$362K	Buy	+12,695	New	+$359K	0.05%	266

Other funds holding BUFZ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Holistic Planning's BUFZ Position: Q3 2026 in Review

Holistic Planning opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q3 2026: 12,695 shares worth $362K. The stake represents 0.05% of the portfolio and ranks #266 among its holdings.

98 funds tracked by Wall St. Rank hold BUFZ as of Q3 2026.

Holistic Planning held 12,695 shares of FT Vest Laddered Moderate Buffer ETF worth $362K as of Q3 2026.
FT Vest Laddered Moderate Buffer ETF was a new Holistic Planning position in Q3 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.05% of Holistic Planning's portfolio in Q3 2026, its #266 holding.
98 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.