Iams Wealth Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Iams Wealth Management’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	$265K	Buy	+9,501	New	+$261K	0.08%	167

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 22.96% 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

Iams Wealth Management's BUFZ Position: Q2 2026 in Review

Iams Wealth Management opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026: 9,501 shares worth $265K. The stake represents 0.08% of the portfolio and ranks #167 among its holdings.

141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Iams Wealth Management held 9,501 shares of FT Vest Laddered Moderate Buffer ETF worth $265K as of Q2 2026.
FT Vest Laddered Moderate Buffer ETF was a new Iams Wealth Management position in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.08% of Iams Wealth Management's portfolio in Q2 2026, its #167 holding.
141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.