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Independent Advisor Alliance’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Independent Advisor Alliance’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 		– Sell
-10,537
Closed -$277K – 1110
2026
Q1 		$277K Buy
+10,537
New +$280K ﹤0.01% 1357

Other funds holding BUFZ

LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Independent Advisor Alliance's BUFZ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026, closing a stake of 10,537 shares — an estimated $277K sold.

Independent Advisor Alliance first reported a position in BUFZ in Q1 2026 and held it in 1 quarter. The position peaked at $277K in Q1 2026. 141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,537 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $277K.
  • Independent Advisor Alliance first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's FT Vest Laddered Moderate Buffer ETF position peaked at $277K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.