LA
BUFS

Lane & Associates’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Lane & Associates’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
2025
Q1 		$238K Buy
11,752
+723
+7% +$15.3K 0.13% 110
2024
Q4 		$240K Buy
+11,029
New +$237K 0.12% 109

Other funds holding BUFS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Lane & Associates's BUFS Position: Q1 2025 in Review

Lane & Associates increased its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 6.6% in Q1 2025, buying an estimated $15.3K and bringing the position to 11,752 shares worth $238K. The position accounts for 0.13% of the portfolio, ranked #110.

Lane & Associates first reported a position in BUFS in Q4 2024 and has held it in 2 quarters since. The position peaked at $240K in Q4 2024. 27 funds tracked by Wall St. Rank hold BUFS as of Q1 2025.

  • Lane & Associates held 11,752 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $238K as of Q1 2025.
  • Lane & Associates bought 723 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q1 2025, an estimated $15.3K.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.13% of Lane & Associates's portfolio in Q1 2025, its #110 holding.
  • Lane & Associates first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q4 2024 and has held it in 2 quarters since.
  • Lane & Associates's FT Vest Laddered Small Cap Moderate Buffer ETF position peaked at $240K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.