Jacobi Capital Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$23.2M Buy
881,639
+104,926
+14% +$2.79M 1.29% 10
2025
Q4
$20.6M Buy
776,713
+259,393
+50% +$6.79M 1.19% 11
2025
Q3
$13.4M Buy
517,320
+6,384
+1% +$162K 0.82% 18
2025
Q2
$12.7M Buy
510,936
+108,823
+27% +$2.59M 0.85% 17
2025
Q1
$9.45M Buy
402,113
+47,702
+13% +$1.15M 0.7% 22
2024
Q4
$8.47M Buy
+354,411
New +$8.44M 0.63% 24

Other funds holding BUFZ

Jacobi Capital Management's BUFZ Position: Q1 2026 in Review

Jacobi Capital Management increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 14% in Q1 2026, buying an estimated $2.79M and bringing the position to 881,639 shares worth $23.2M. The position accounts for 1.29% of the portfolio, ranked #10.

Jacobi Capital Management first reported a position in BUFZ in Q4 2024 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

  • Jacobi Capital Management held 881,639 shares of FT Vest Laddered Moderate Buffer ETF worth $23.2M as of Q1 2026.
  • Jacobi Capital Management bought 104,926 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $2.79M.
  • FT Vest Laddered Moderate Buffer ETF made up 1.29% of Jacobi Capital Management's portfolio in Q1 2026, its #10 holding.
  • Jacobi Capital Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q4 2024 and has held it in 6 quarters since.
  • 123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.