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 Q2	$760K	Buy	+27,207	New	+$748K	0.01%	268
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 -727	-4%	-$18.5K	0.01%	292
2025 Q2	$452K	Buy	18,117 +9,603	+113%	+$228K	0.01%	295
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 $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 22.9% 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

Kestra Investment Management's BUFZ Position: Q2 2026 in Review

Kestra Investment Management opened a new position in FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026: 27,207 shares worth $760K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in BUFZ as recently as Q4 2025.

Kestra Investment Management first reported a position in BUFZ in Q3 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Kestra Investment Management held 27,207 shares of FT Vest Laddered Moderate Buffer ETF worth $760K as of Q2 2026.
FT Vest Laddered Moderate Buffer ETF was a new Kestra Investment Management position in Q2 2026.
FT Vest Laddered Moderate Buffer ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #268 holding.
Kestra Investment Management first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2024 and has held it in 7 quarters since.
143 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.