KA
BUFS

Kovack Advisors’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Kovack Advisors’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 		$883K Sell
38,243
-4,574
-11% -$107K 0.05% 405
2025
Q4 		$978K Buy
+42,817
New +$969K 0.05% 383

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

Kovack Advisors's BUFS Position: Q1 2026 in Review

Kovack Advisors reduced its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 11% in Q1 2026, selling an estimated $107K and leaving 38,243 shares worth $883K. The position accounts for 0.05% of the portfolio, ranked #405.

Kovack Advisors first reported a position in BUFS in Q4 2025 and has held it in 2 quarters since. The position peaked at $978K in Q4 2025. 50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

  • Kovack Advisors held 38,243 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $883K as of Q1 2026.
  • Kovack Advisors sold 4,574 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2026, an estimated $107K.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.05% of Kovack Advisors's portfolio in Q1 2026, its #405 holding.
  • Kovack Advisors first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • Kovack Advisors's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $978K 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 Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.