Independent Financial Group’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Independent Financial Group’s Portfolio BUFS Stock Details BUFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Sell	62,455 -2,104	-3%	-$51.2K	0.03%	525
2026 Q1	$1.49M	Sell	64,559 -206	-0.3%	-$4.8K	0.03%	494
2025 Q4	$1.48M	Sell	64,765 -712	-1%	-$16.1K	0.03%	486
2025 Q3	$1.47M	Buy	65,477 +24,601	+60%	+$535K	0.04%	484
2025 Q2	$860K	Buy	+40,876	New	+$830K	0.02%	592

Other funds holding BUFS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Independent Financial Group's BUFS Position: Q2 2026 in Review

Independent Financial Group reduced its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 3.3% in Q2 2026, selling an estimated $51.2K and leaving 62,455 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #525.

Independent Financial Group first reported a position in BUFS in Q2 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

Independent Financial Group held 62,455 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $1.57M as of Q2 2026.
Independent Financial Group sold 2,104 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q2 2026, an estimated $51.2K.
FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #525 holding.
Independent Financial Group first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q2 2025 and has held it in 5 quarters since.
48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.