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

Independent Financial Group’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	$527K	Buy	18,872 +3,006	+19%	+$82.6K	0.01%	976
2026 Q1	$417K	Sell	15,866 -250	-2%	-$6.64K	0.01%	1016
2025 Q4	$428K	Buy	16,116 +800	+5%	+$20.9K	0.01%	970
2025 Q3	$397K	Buy	+15,316	New	+$389K	0.01%	951

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

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

Independent Financial Group increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 19% in Q2 2026, buying an estimated $82.6K and bringing the position to 18,872 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #976.

Independent Financial Group first reported a position in BUFZ in Q3 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Independent Financial Group held 18,872 shares of FT Vest Laddered Moderate Buffer ETF worth $527K as of Q2 2026.
Independent Financial Group bought 3,006 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $82.6K.
FT Vest Laddered Moderate Buffer ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #976 holding.
Independent Financial Group first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2025 and has held it in 4 quarters since.
141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

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