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 Q3	$18.2M	Sell	638,738 -22,061	-3%	-$624K	0.19%	113
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 $468B AUM 17.69% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $2.11B AUM 19.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Kestra Private Wealth Services's BUFZ Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 3.3% in Q3 2026, selling an estimated $624K and leaving 638,738 shares worth $18.2M. The position accounts for 0.19% of the portfolio, ranked #113.

Kestra Private Wealth Services first reported a position in BUFZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $18.5M in Q2 2026. 136 funds tracked by Wall St. Rank hold BUFZ as of Q3 2026.

Kestra Private Wealth Services held 638,738 shares of FT Vest Laddered Moderate Buffer ETF worth $18.2M as of Q3 2026.
Kestra Private Wealth Services sold 22,061 FT Vest Laddered Moderate Buffer ETF shares in Q3 2026, an estimated $624K.
FT Vest Laddered Moderate Buffer ETF made up 0.19% of Kestra Private Wealth Services's portfolio in Q3 2026, its #113 holding.
Kestra Private Wealth Services first reported a position in FT Vest Laddered Moderate Buffer ETF in Q3 2025 and has held it in 5 quarters since.
Kestra Private Wealth Services's FT Vest Laddered Moderate Buffer ETF position peaked at $18.5M in Q2 2026.
136 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.