J.W. Cole Advisors’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

J.W. Cole 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	$411K	Buy	+14,700	New	+$404K	0.01%	1119
2026 Q1	–	Sell	-11,700	Closed	-$310K	–	848
2025 Q4	$310K	Hold	11,700	–	–	0.01%	1088
2025 Q3	$303K	Hold	11,700	–	–	0.01%	1212
2025 Q2	$292K	Hold	11,700	–	–	0.01%	1161
2025 Q1	$275K	Hold	11,700	–	–	0.01%	1010
2024 Q4	$280K	Hold	11,700	–	–	0.01%	803
2024 Q3	$275K	Hold	11,700	–	–	0.01%	805
2024 Q2	$267K	Buy	11,700 +2,175	+23%	+$48.7K	0.01%	750
2024 Q1	$212K	Buy	+9,525	New	+$208K	0.01%	815

Other funds holding BUFZ

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

J.W. Cole Advisors's BUFZ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026: 14,700 shares worth $411K. The stake represents 0.01% of the portfolio and ranks #1119 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BUFZ as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BUFZ in Q1 2024 and has held it in 9 quarters since. 39 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

J.W. Cole Advisors held 14,700 shares of FT Vest Laddered Moderate Buffer ETF worth $411K as of Q2 2026.
FT Vest Laddered Moderate Buffer ETF was a new J.W. Cole Advisors position in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1119 holding.
J.W. Cole Advisors first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2024 and has held it in 9 quarters since.
39 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.