IFP Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

IFP Advisors’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	$877K	Buy	31,396 +9,261	+42%	+$255K	0.02%	796
2026 Q1	$581K	Buy	22,135 +6,790	+44%	+$180K	0.01%	904
2025 Q4	$407K	Buy	15,345 +6,399	+72%	+$167K	0.01%	1018
2025 Q3	$232K	Hold	8,946	–	–	0.01%	1213
2025 Q2	$223K	Hold	8,946	–	–	0.01%	1221
2025 Q1	$210K	Buy	8,946 +255	+3%	+$6.12K	0.01%	1152
2024 Q4	$208K	Hold	8,691	–	–	0.01%	1113
2024 Q3	$205K	Buy	+8,691	New	+$201K	0.01%	1075

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

IFP Advisors's BUFZ Position: Q2 2026 in Review

IFP Advisors increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 42% in Q2 2026, buying an estimated $255K and bringing the position to 31,396 shares worth $877K. The position accounts for 0.02% of the portfolio, ranked #796.

IFP Advisors first reported a position in BUFZ in Q3 2024 and has held it in 8 quarters since. 141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

IFP Advisors held 31,396 shares of FT Vest Laddered Moderate Buffer ETF worth $877K as of Q2 2026.
IFP Advisors bought 9,261 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $255K.
FT Vest Laddered Moderate Buffer ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #796 holding.
IFP Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 8 quarters since.
141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.