Kestra Private Wealth Services’s FT Vest Laddered Moderate Buffer ETF BUFZ Stock Holding History

Kestra Private Wealth Services’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	$18.5M	Buy	660,799 +113,814	+21%	+$3.13M	0.2%	115
2026 Q1	$14.4M	Sell	546,985 -9,336	-2%	-$248K	0.18%	127
2025 Q4	$14.8M	Buy	556,321 +126,323	+29%	+$3.3M	0.18%	123
2025 Q3	$11.1M	Buy	+429,998	New	+$10.9M	0.15%	156

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 22.96% 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 Private Wealth Services's BUFZ Position: Q2 2026 in Review

Kestra Private Wealth Services increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 21% in Q2 2026, buying an estimated $3.13M and bringing the position to 660,799 shares worth $18.5M. The position accounts for 0.2% of the portfolio, ranked #115.

Kestra Private Wealth Services first reported a position in BUFZ in Q3 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Kestra Private Wealth Services held 660,799 shares of FT Vest Laddered Moderate Buffer ETF worth $18.5M as of Q2 2026.
Kestra Private Wealth Services bought 113,814 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $3.13M.
FT Vest Laddered Moderate Buffer ETF made up 0.2% of Kestra Private Wealth Services's portfolio in Q2 2026, its #115 holding.
Kestra Private Wealth Services first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2025 and has held it in 4 quarters since.
142 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.