Jones Financial Companies
BUFS

Jones Financial Companies’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-628
Closed -$14.3K – 4938
2025
Q4 		$14.3K Buy
+628
New +$14.2K ﹤0.01% 3071

Other funds holding BUFS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Jones Financial Companies's BUFS Position: Q1 2026 in Review

Jones Financial Companies sold out of FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) in Q1 2026, closing a stake of 628 shares — an estimated $14.3K sold.

Jones Financial Companies first reported a position in BUFS in Q4 2025 and held it in 1 quarter. The position peaked at $14.3K in Q4 2025. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

  • Jones Financial Companies reported no remaining FT Vest Laddered Small Cap Moderate Buffer ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 628 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $14.3K.
  • Jones Financial Companies first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $14.3K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.