Kestra Investment Management’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Kestra Investment Management’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 Q1	–	Sell	-17,855	Closed	-$474K	–	452
2025 Q4	$474K	Buy	17,855 +465	+3%	+$12.2K	0.01%	287
2025 Q3	$450K	Sell	17,390 -9,241	-35%	-$235K	0.01%	292
2025 Q2	$652K	Buy	26,631 +18,117	+213%	+$431K	0.01%	344
2025 Q1	$200K	Sell	8,514 -277	-3%	-$6.65K	0.01%	374
2024 Q4	$210K	Sell	8,791 -479	-5%	-$11.4K	0.01%	348
2024 Q3	$218K	Buy	+9,270	New	+$214K	0.01%	314

Other funds holding BUFZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Kestra Investment Management's BUFZ Position: Q1 2026 in Review

Kestra Investment Management sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q1 2026, closing a stake of 17,855 shares — an estimated $474K sold.

Kestra Investment Management first reported a position in BUFZ in Q3 2024 and held it in 6 quarters. The position peaked at $652K in Q2 2025. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Kestra Investment Management reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q1 2026 after selling out during the quarter.
Kestra Investment Management sold 17,855 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $474K.
Kestra Investment Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and held it in 6 quarters.
Kestra Investment Management's FT Vest Laddered Moderate Buffer ETF position peaked at $652K in Q2 2025.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.