Independent Financial Group’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.09M	Sell	89,112 -384	-0.4%	-$8.88K	0.04%	442
2026 Q1	$2M	Buy	+89,496	New	+$2.02M	0.04%	407

Other funds holding BUFY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

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

Independent Financial Group reduced its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 0.43% in Q2 2026, selling an estimated $8.88K and leaving 89,112 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #442.

Independent Financial Group first reported a position in BUFY in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold BUFY as of Q2 2026.

Independent Financial Group held 89,112 shares of FT Vest Laddered International Moderate Buffer ETF worth $2.09M as of Q2 2026.
Independent Financial Group sold 384 FT Vest Laddered International Moderate Buffer ETF shares in Q2 2026, an estimated $8.88K.
FT Vest Laddered International Moderate Buffer ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #442 holding.
Independent Financial Group first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q1 2026 and has held it in 2 quarters since.
62 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q2 2026.

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